Associate Financial Advisor - Boutique Wealth Firm - Career Growth Track

Company: Mohr Talent
Location: Norwalk
Posted on: April 17, 2025

Job Description:

Associate Financial Advisor - Boutique Wealth Firm - Career Growth Track

Location: Norwalk, CT - Fully Onsite, 5 Days/Week

Compensation: $110K-$150K base + Benefits Reimbursement


Overview:

A growing boutique wealth advisory firm is seeking an Associate Financial Advisor to join their close-knit team. This is a unique opportunity to work directly alongside the firm's founder and lead advisor (CFP -), learning his process, engaging in every client meeting, and gradually taking over part of his well-established book of business.

This role is perfect for someone who values deep client relationships, thrives in a collaborative setting, and wants to build a long-term future in financial planning.


Key Responsibilities:

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  Participate in all client meetings and communications alongside the lead advisor
  
  
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  Learn the firm's planning process and support a smooth client transition over time
  
  
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  Deliver tailored financial guidance in investment, retirement, estate, and tax planning
  
  
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  Conduct regular reviews to keep financial plans aligned with life and market changes
  
  
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  Provide high-touch service and strengthen long-term relationships with clients
  
  
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  Contribute to internal process improvements and help grow the firm
  
  
  
  
  Qualifications:
  
  
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    CFP - designation required
    
    
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    Series 65 or 66 required (Series 7 a plus, but not required)
    
    
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    3-5+ years of financial advisory or wealth management experience
    
    
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    Experience with platforms like eMoney and Redtail is a plus (not required)
    
    
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    Detail-oriented, empathetic, flexible, and committed to helping others
    
    
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    Willing to work onsite full-time in a small team environment
    
    
    
    
    Why Join?
    
    
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      Career path - transition into managing your own client base
      
      
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      No sales pressure - strong client relationships are already in place
      
      
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      Work directly with a seasoned CFP - mentor
      
      
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      Small firm feel with big impact
      
      
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      Healthcare reimbursement offered for individual market plans
      
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      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

Keywords: Mohr Talent, Portland , Associate Financial Advisor - Boutique Wealth Firm - Career Growth Track, Other , Norwalk, Maine