33110

Company: Mohr Talent
Location: Norwalk
Posted on: April 9, 2025

Job Description:

Overview:

We are seeking a dedicated and client-focused Associate Advisor to join a growing wealth management team. This role is designed for a CFP - professional looking to take the next step in their career by working closely with a seasoned Lead Advisor. The ideal candidate will gradually transition into managing an established book of business while contributing to the firm's long-term growth and client service excellence.

Key Responsibilities:

• 
  
• 
  Client Relationship Management: Build strong relationships with clients while gradually transitioning into managing an existing portfolio.
  
  
• 
  Financial Planning: Collaborate with clients to assess their goals and create personalized financial strategies in areas such as investments, retirement, tax, and estate planning.
  
  
• 
  Ongoing Client Engagement: Conduct regular reviews, address client needs, and provide proactive recommendations.
  
  
• 
  Advisor Collaboration: Work closely with the Lead Advisor to ensure a seamless client experience during the transition period.
  
  
• 
  Business Development: Identify opportunities to deepen client relationships and generate referrals through excellent service.
  
  
• 
  Compliance: Maintain thorough documentation and ensure all interactions align with regulatory and internal policies.
  
  
  
  Qualifications:
  
  
  • 
    
  • 
    CFP - certification required
    
    
  • 
    Series 65 or 66 required (Series 7 a plus)
    
    
  • 
    3-5+ years of experience in financial advisory or wealth management
    
    
  • 
    Proficiency with financial planning platforms (eMoney, Redtail, or similar)
    
    
  • 
    Bachelor's degree in finance, business, or a related field
    
    
  • 
    Strong interpersonal, communication, and analytical skills
    
    
  • 
    Detail-oriented, adaptable, and genuinely motivated to help clients succeed
    
    
  • 
    Comfortable working full-time in a small, in-office team environment
    
    
    
    
    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 hr@themohrgrp.com

Keywords: Mohr Talent, New England , 33110, Other , Norwalk, Northeast