33101

Company: Mohr Talent
Location: Stamford
Posted on: April 11, 2025

Job Description:

Associate Financial Advisor and Planner

About the Opportunity

We're partnering with a boutique, high-touch wealth management firm that is seeking a dedicated and detail-oriented Associate Financial Advisor and Planner -to join their growing team.

This role is ideal for someone with a client-first mindset and long-term commitment to financial planning. If you are seeking a collaborative environment where you can make a lasting impact while growing your career into lead advisor responsibilities-this may be the right fit.

What You'll Be Doing

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  Client Relationship Transition: Join all client calls and meetings with the Lead Advisor, learning their style and philosophy. Over time, you'll become the primary advisor for select client relationships.
  
  
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  Financial Planning: Collaborate with clients on comprehensive planning strategies-investment management, retirement, estate, tax, and risk management.
  
  
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  Ongoing Engagement: Lead client reviews and check-ins, updating plans as needed and providing thoughtful recommendations.
  
  
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  Partnership with Firm Leadership: Sit alongside the founder to absorb their methodology and participate in growing the firm.
  
  
  
  Ideal Candidate Profile
  
  
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    CFP - designation required
    
    
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    Series 65 or 66 license required (Series 7 is a plus)
    
    
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    3-5+ years of experience in financial planning or wealth management
    
    
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    Experience with eMoney and Redtail (Preferred)
    
    
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    Sincere, flexible, and people-focused-this firm prioritizes empathy and integrity over sales-driven motivations
    
    
    
    Why This Role is Unique
    
    
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      You'll inherit and grow a book of business-not start one from scratch
      
      
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      Be mentored directly by the firm's founder in a side-by-side partnership model
      
      
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      Opportunity to eventually step into a lead advisor role
      
      
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      The firm offers healthcare reimbursement for open market insurance plans
      
      
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      Ideal for someone looking for long-term alignment with a values-driven, client-centric firm
      
      
      
      
      Ready to grow with a firm that truly values people and purpose?
      
      Apply today to learn more about this unique opportunity to build lasting relationships and a meaningful career.
      
      
      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, Parsippany-Troy Hills Township , 33101, Other , Stamford, New Jersey