33121

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

Job Description:

Job Summary:

The Director of High Net Worth Solutions serves as a strategic advisor and resource for financial professionals working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role combines advanced financial planning, portfolio strategy, and team leadership to deliver customized solutions that address complex wealth management needs.


Key Responsibilities:

1. Advisor Support & Client Strategy

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  Provide comprehensive, consultative support to financial advisors serving HNW clients.
  
  
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  Integrate investment management, financial planning, alternative investments, life insurance, and other services into cohesive client strategies.
  
  
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  Collaborate across departments to address client needs such as estate planning, tax strategy, succession planning, and philanthropy.
  
  
  
  2. Technical Expertise & Analysis
  
  
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    Deliver expert guidance on investment allocation, risk management, retirement planning, and estate/trust design.
    
    
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    Stay informed on market trends, product developments, and regulatory updates to support advisor recommendations.
    
    
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    Leverage external partnerships and internal resources to enhance the client service offering.
    
    
    
    3. Team Leadership
    
    
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      Lead and manage a team of junior financial planners providing planning support to advisors.
      
      
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      Provide coaching, training, and mentorship to support professional development and team effectiveness.
      
      
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      Promote succession planning and help grow future leaders within the department.
      
      
      
      
      Skills & Qualifications:
      
      
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        Strong knowledge of wealth management, financial planning, and investment strategy.
        
        
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        Excellent communication and presentation skills, especially with financial advisors and high-net-worth clients.
        
        
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        Experience in managing teams and developing junior talent.
        
        
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        Strong analytical skills and ability to develop complex, multi-faceted financial strategies.
        
        
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        Familiarity with financial planning software and Microsoft Office Suite.
        
        
        
        
        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, Pflugerville , 33121, Other , Austin, Texas