Wealth Advisor (HNW Relationship Manager)

Wealth Advisor (HNW Relationship Manager)Brentwood, NY | $150,000–$155,000 base + incentiveSchedule: 100% Onsite | Monday–FridayAbout the OpportunityWe'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 OutInherit a book : take over ~80–100 existing client relationshipsLimited business development : consistent inbound leads; not a heavy hunter roleHigh‑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 firmWhat You'll Be DoingOwn and manage ~80–100 established HNW client relationshipsLead client review meetings and ongoing planning conversationsDeliver proactive advice across investments, retirement, and holistic planning goalsCoordinate with internal/external specialists on complex planning needs (estate/tax/trust support available)Convert warm inbound opportunities generated through referrals and organic demandProvide a highly responsive, polished, white‑glove client experiencePartner closely with advisors and client service team to ensure seamless executionWhat They're Looking For7+ years as a Wealth Advisor / Financial Advisor / Relationship Manager (HNW focus)CFP highly preferredStrong relationship management skills: personable, polished, trusted advisor presenceComfortable owning an established book and deepening multi‑generational relationshipsCompensation & ScheduleBase salary: $150,000–$155,000Incentive opportunity on top of baseOnsite 5 days/week (Mon–Fri)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.#J-18808-Ljbffr