Senior Wealth Advisor for UHNW Families Remote (Travel to NE)
mohr talentNew York, NY
Senior Wealth Advisor for UHNW Families Remote (Travel to NE)
mohr talentNew York, NYSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPrivate Households
APPLY NOW (opens in a new tab)MOHR Talent is seeking a Senior Wealth Advisor to lead sophisticated family relationships and deliver comprehensive, multigenerational advice. The role targets high-net-worth and ultra-high-net-worth clients, including business owners and families with complex financial situations. Ideal candidates hold a CFP designation with family office experience and demonstrate exceptional judgment, discretion, and client service.
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Level
Senior L5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago