Financial Advisor and Planner
Westport, CT | Onsite |
We’re hiring a Associate Financial Advisor and Planner to take over and grow a portfolio of existing clients. In this role, you'll work alongside a Lead Advisor to ensure a smooth transition, build strong client relationships, and provide trusted financial guidance. This is a great opportunity to deepen your expertise, contribute to client success, and grow within a well-established firm.
What You’ll Do
What You’ll Bring
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.
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