Senior Wealth Advisor (High-Net-Worth Clients)

MOHR Talent

Roseville (CA)

On-site

USD 150,000 - 165,000

Full time

14 days+

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Benefits offered by this job

401(k) with match

Health insurance

PTO + paid holidays

Job summary

A wealth management firm based in Roseville, CA is looking for a Senior Wealth Advisor to manage relationships with high-net-worth clients. The position requires over 10 years of financial advisory experience, along with Series 65 certification. Responsibilities include presenting investment strategies, maintaining client relationships, and ensuring compliance. The company offers competitive benefits, including a 401(k) plan, health insurance, and paid time off.

Qualifications

10+ years of client-facing financial advisory experience.
Experience working with high-net-worth clients.
Strong relationship-building and communication skills.

Responsibilities

Serve as the primary advisor for high-net-worth client relationships.
Lead client meetings and present investment and financial planning strategies.
Maintain proactive communication and ongoing relationship management.
Identify opportunities to grow assets under management.
Ensure accurate documentation and regulatory compliance.

Skills

Relationship-building

Communication skills

Financial advisory expertise

Education

Series 65 certification

CFP certification

Job description

Senior Wealth Advisor (High-Net-Worth Clients)

Roseville, CA

$150,000 – $165,000 Base

Overview

A well-established, client-focused wealth management firm is seeking a Senior Wealth Advisor to lead relationships with high-net-worth clients. This is a high-impact, client-facing role offering long-term growth, autonomy, and the opportunity to influence client financial outcomes.

Responsibilities

Serve as the primary advisor for high-net-worth client relationships
Lead client meetings and present investment and financial planning strategies
Maintain proactive communication and ongoing relationship management
Identify opportunities to grow assets under management
Ensure accurate documentation and regulatory compliance

Qualifications

10+ years of client-facing financial advisory experience
Series 65 (or equivalent) – Required
CFP – Preferred
Experience working with high-net-worth clients
Strong relationship-building and communication skills

Benefits

401(k) with match
Health, vision, and life insurance
PTO + paid holidays

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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