About this opportunity
MOHR Talent lists this Lead Financial Planner opportunity in farmington, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lead Financial Planner
Farmington, Connecticut Direct Hire $ /Job Description
Compensation:
$135,000 – $150,000 base + incentive compensation
Location: Farmington, CT
Overview
A high-impact leadership opportunity for a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships within a fast-growing wealth management firm. This is not a maintenance role—it is a leadership seat responsible for driving client strategy, delivering comprehensive financial planning, and influencing how advice is delivered at scale. The role will immediately inherit a book of 100+ clients and serve as the central point of coordination across investments, tax, estate, and risk planning. Ideal for a seasoned advisor who thrives in a client-facing, planning-driven environment and wants to play a key role in firm growth.
Position Overview
The Lead Advisor will serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering holistic financial planning and strategic guidance. This role partners with internal specialists and external advisors to coordinate complex planning strategies while mentoring junior team members and contributing to firm-wide initiatives.
Key Responsibilities
Serve as the primary advisor for a book of HNW/UHNW clients
Lead client conversations across financial planning, investments, tax strategy, and estate coordination
Build long-term client relationships through proactive, high-touch service
Translate complex strategies into clear, actionable plans
Comprehensive Financial Planning
Develop and deliver advanced financial plans across:Retirement planning
Tax optimization
Estate and wealth transfer strategies
Coordinate with CPAs, estate attorneys, and investment professionals
Guide clients through liquidity events, business transitions, and generational planning
Business Development
Drive organic growth through referrals, centers of influence, and networking
Support new client acquisition and closing opportunities
Contribute to firm growth strategy and market positioning
Mentor Associate Advisors and Financial Planners
Help refine planning processes, client experience, and service delivery models
Act as a cultural leader, promoting accountability and excellence
Qualifications
Required
7-10+ years of experience in financial planning or wealth management
Experience working with high-net-worth clients ($2M+ investable assets preferred)
Strong client relationship management and communication skills
Proven ability to retain and grow client relationships
Preferred
Experience in RIA or independent wealth management environments
Background in tax and estate planning coordination
Prior leadership or mentorship experience
Core Competencies
Holistic wealth planning expertise
Client relationship management
Leadership and mentorship
Strategic thinking and problem-solving
Communication and presentation skills
Lead Financial Planner / Lead Advisor (Private Wealth / RIA Environment)
Compensation:
$135,000 – $150,000 base + incentive compensation
Location: Farmington, CT
Overview
A high-impact leadership opportunity for a Lead Financial Planner / Lead Advisor to take ownership of high-value client relationships within a fast-growing wealth management firm. This is not a maintenance role—it is a leadership seat responsible for driving client strategy, delivering comprehensive financial planning, and influencing how advice is delivered at scale. The role will immediately inherit a book of 100+ clients and serve as the central point of coordination across investments, tax, estate, and risk planning. Ideal for a seasoned advisor who thrives in a client-facing, planning-driven environment and wants to play a key role in firm growth.
Position Overview
The Lead Advisor will serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering holistic financial planning and strategic guidance. This role partners with internal specialists and external advisors to coordinate complex planning strategies while mentoring junior team members and contributing to firm-wide initiatives.
Client Leadership
Serve as the primary advisor for a book of HNW/UHNW clients
Lead client conversations across financial planning, investments, tax strategy, and estate coordination
Build long-term client relationships through proactive, high-touch service
Translate complex strategies into clear, actionable plans
Comprehensive Financial Planning
Develop and deliver advanced financial plans across:Retirement planning
Tax optimization
Estate and wealth transfer strategies
Coordinate with CPAs, estate attorneys, and investment professionals
Guide clients through liquidity events, business transitions, and generational planning
Business Development
Drive organic growth through referrals, centers of influence, and networking
Support new client acquisition and closing opportunities
Contribute to firm growth strategy and market positioning
Leadership & Mentorship
Mentor Associate Advisors and Financial Planners
Help refine planning processes, client experience, and service delivery models
Act as a cultural leader, promoting accountability and excellence
Qualifications
Required
CFP® designation
7-10+ years of experience in financial planning or wealth management
Experience working with high-net-worth clients ($2M+ investable assets preferred)
Strong client relationship management and communication skills
Proven ability to retain and grow client relationships
Preferred
Experience in RIA or independent wealth management environments
Background in tax and estate planning coordination
Prior leadership or mentorship experience
Core Competencies
Holistic wealth planning expertise
Client relationship management
Leadership and mentorship
Strategic thinking and problem-solving
Communication and presentation skills
Proactive, client-first mindset
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at Share:
Get In Touch
5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126
#J-18808-Ljbffr
Worksite address
farmington, CT, 06030, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.