Wealth Advisor (HNW Relationship Manager)

Wealth Advisor (HNW Relationship Manager) The MOHR Enterprises LLC Brentwood, NY Job Details $150,000 - $155,000 a year 4 days ago Qualifications Customer relationship building CFP Investment management advisory services Sales referrals Lead Nurturing Client retention Investment client management Client services Financial goal setting advisory services Financial services Senior level Closing sales leads Retirement planning advisory services Full Job Description Wealth Advisor (HNW Relationship Manager) Brentwood, NY| $150,000-$155,000 base + incentive

Schedule:

100% Onsite | Monday-Friday (5 days) About the Opportunity We're partnering with a highly regarded, boutique RIA on Long Island that delivers a true white-glove client experience for high-net-worth families . This is a relationship-first Wealth Advisor role built for someone who wants to spend their time advising and deepening client relationships —not grinding on cold prospecting. You'll step into a ready-made book as part of a long-term succession plan, with a steady flow of warm inbound opportunities (typically 2-4 qualified leads per week) . You'll sit between a senior advisor/founder and a newly promoted advisor, giving you strong internal support and a clear lane to make an impact immediately. Why This Role Stands Out Inherit a book : take over ~80-100 existing client relationships Limited business development : consistent inbound leads; not a heavy hunter role High-touch model : boutique environment where advisors have time to advise (not churn) Strong support : access to specialists for advanced trust/tax/estate planning (you don't need to be the technical quarterback) Succession + growth path : meaningful long-term opportunity in a stable, respected firm What You'll Be Doing Own and manage ~80-100 established HNW client relationships Lead client review meetings and ongoing planning conversations Deliver proactive advice across investments, retirement, and holistic planning goals Coordinate with internal/external specialists on complex planning needs (estate/tax/trust support available) Convert warm inbound opportunities generated through referrals and organic demand Provide a highly responsive, polished, white-glove client experience Partner closely with advisors and client service team to ensure seamless execution What They're Looking For 7+ years as a Wealth Advisor / Financial Advisor / Relationship Manager (HNW focus) CFP highly preferred Strong relationship management skills: personable, polished, trusted advisor presence Comfortable owning an established book and deepening multi-generational relationships Compensation & Schedule Base salary: $150,000-$155,000 Incentive opportunity on top of base Onsite 5 days/week (Mon-Fri) #

LI-FT1 MOHR

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