About this opportunity
MOHR Talent lists this Senior Wealth Advisor for High-Net-Worth Clients opportunity in kohler, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
MOHR Talent is seeking an experienced Financial Advisor to manage an established book of high-net-worth clients from our Kohler, Wisconsin office. This role focuses on holistic wealth management, delivering comprehensive financial planning and personalized client service without cold-calling.
You will inherit approximately $100 million in assets under management, partner with internal specialists, and collaborate to expand relationships while upholding fiduciary standards and regulatory
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Worksite address
kohler, WI, 53044, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.