Lead Wealth Advisor

• CFP The MOHR Enterprises LLC North Bethesda, MD Job Details $170,000
• $180,000 a year 3 days ago Qualifications Estate planning needs analysis Customer relationship building Management Customer retention strategy CFP Referral-based lead generation 5 years Sales referrals Series 66 Estate planning advisory services Income tax planning Series 7 Portfolio management advisory services Investment client management Customer relationship management Mentoring Financial goal setting advisory services Client referrals Series 65 Experience practicing in the securities industry Senior level Leadership Estate planning Retirement planning advisory services Communication skills Series 63 Full Job Description Lead Wealth Advisor•CFP North Bethesda, MD | $170,000•180,000+ Base + Bonus Hybrid | Monday-Thursday In Office | Friday Remote Immediately Inherit Approximately 100+ Client Households About the Opportunity We're partnering with an established wealth management firm that has an urgent need for an experienced Lead Wealth Advisor .

This is a rare opportunity to step directly into an established book of approximately 100+ households. Your first priority is client retention, financial planning, and relationship management

• not cold prospecting or building a book from scratch .

What You'll Be Doing Become the primary advisor for approximately 100+ existing households Lead client meetings and own long-term client relationships Manage and deliver comprehensive financial plans in eMoney Provide investment strategy, portfolio oversight, and recommendations Identify planning opportunities across retirement, tax, estate, risk, and investment needs Lead and mentor Service Advisors and advisory support staff Drive client retention, referrals, and additional wallet share Participate in investment strategy and portfolio discussions What They're Looking For CFP® certification highly preferred Series 7 highly preferred Series 66 OR Series 63 + Series 65 highly preferred eMoney experience highly preferred 5+ years of client-facing financial advisory / wealth management experience Experience personally managing high-net-worth client relationships Strong comprehensive financial planning background Strong understanding of investment management and portfolio strategy Experience leading client meetings independently Experience mentoring or directing advisory support staff Strong communication and presentation skills Why You'll Want This Role $170,000

• 180,000+ base salary Bonus opportunity targeted around 20%+ of base salary Immediately inherit approximately $100M+ in client assets Established relationships
• you are not starting from zero No aggressive prospecting or cold-calling expectations Hybrid schedule with remote Fridays Company-paid travel for required client visits Opportunity to become a key advisor within a growing wealth management firm Urgent succession opportunity with significant client responsibility from day one #

LI-FT1 MOHR

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