CFP Wealth Advisor

CFP Wealth Advisor – Suffolk County, NY | $145K–$160K Base + Incentive + BenefitsA boutique, planning-focused wealth management firm on Long Island is seeking an experienced Wealth Advisor to join its advisory team. This is a strong opportunity for a relationship-driven CFP advisor who enjoys working closely with established clients, leading planning conversations, and delivering a highly personalized client experience.This role will step into existing client relationships as part of a thoughtful succession and growth plan. The firm also receives a steady flow of qualified prospective clients through referrals and organic growth, so the role is not heavily focused on cold business development.What You'll Be DoingServe as lead advisor for approximately 80–100 established client relationshipsBuild trusted, long-term relationships with affluent and high-net-worth clientsLead client review meetings, planning conversations, and ongoing advisory discussionsProvide financial planning, retirement planning, investment, and wealth management guidanceCoordinate with internal and external specialists on estate, trust, and tax planning needsManage qualified referral-based prospective client opportunitiesPartner with the advisory and client service teams to deliver a high-touch client experienceIdentify opportunities to deepen existing relationships and expand planning engagementRequirements7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, Financial Consultant, or similar client‑facing advisory professionalCFP — Certified Financial Planner requiredExperience serving affluent, high-net-worth, or private wealth clientsStrong financial planning, client relationship management, and presentation skillsPolished, personable, professional, and comfortable working with families across generationsComfortable working onsite 5 days per week in Hauppauge, NYExisting client relationships are welcomed but not requiredDeep trust, estate, or tax planning expertise is helpful but not required, as specialist support is availableWhy This OpportunityInherit an established group of client relationshipsLimited cold business development compared to traditional advisor rolesSteady qualified lead flow through referrals and organic growthBoutique RIA‑style environment focused on long‑term client relationshipsOpportunity to work closely with senior advisory leadershipStrong base compensation with incentive opportunityMOHR 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.#J-18808-Ljbffr