Financial Advisor
MOHR Talent
MOHR Talent in Gaithersburg, MD seeks a Lead Financial Advisor to manage an established client book and lead comprehensive financial planning and investment oversight. This hybrid role combines in-office collaboration with remote work, serving approximately 130 households and transitioning clients from a retiring advisor. The ideal candidate has CFP, Series 7, and Series 66 (or 63/65) licenses, plus hands-on eMoney experience and strong client-facing skills. #J-18808-Ljbffr MOHR Talent
Vacancy posted 3 days ago
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