Financial Advisor

MOHR Talent; Glendale (CA); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Shareholder path

Medical / dental / vision coverage

401(k) / HSA / FSA

Paid time off and holidays

Well-being stipend

Succession planning support

Job summary

MOHR Talent in Glendale, CA is seeking an experienced Financial Advisor to build your own client base with strong planning, investment, and compliance support behind you. This full-time, in-person role offers a pathway to become a shareholder in an employee-owned firm and a comprehensive benefits package.

You will source new clients, deliver goals-based financial planning, collaborate with the investment team, and mentor junior advisors within a supportive, growth‑oriented environment.

Qualifications

• 7+ years in a fee-only or fiduciary advisory role with proven business development success
• Series 65 required (Series 66 acceptable)
• Bachelor’s degree in Finance, Economics, Business, or related field
• CFP preferred; CFA, CPA, or other advanced designations are a plus
• Life insurance license preferred
• High-net-worth client experience preferred
• Strong skills in investments, retirement planning, tax strategy, and estate planning
• Excellent communication and presentation skills with a consultative, trust-based style
• Proficiency with planning software, CRM, portfolio platforms, and MS Office
• Limited travel (under 10%)

Responsibilities

• Source and win new client relationships through referrals, networking, and centers of influence
• Build and grow a book of affluent and high-net-worth individuals and families
• Deliver goals-based financial planning across retirement, investments, tax strategy, estate coordination, risk, and education funding
• Partner with the investment team to monitor portfolios for long-term growth and protection
• Serve as primary client contact and coordinate with CPAs, attorneys, and other professionals
• Explain complex financial concepts in a clear, confidence-building way
• Deepen client relationships and earn cross-referrals from a large network of insurance brokers
• Mentor junior advisors and contribute to firm-wide growth

Skills

Business development

Financial planning

Client relationship building

Communication & presentation

Investments & retirement planning

Education

Bachelor’s degree in Finance/Economics/Business

Series 65

CFP preferred; CFA/CPA a plus

Tools

Planning software

CRM

Portfolio platforms

Microsoft Office

Job description

Financial Advisor

Glendale, CA | In-Person | $140,000 - $150,000 /yr + Annual Bonus | Full-Time

A well established and growing independent wealth management firm, built on a fiduciary standard and a team that cares about their people, is hiring an experienced Financial Advisor. You will build your own practice with strong planning, investment, and compliance support behind you, and with a clear path to becoming a shareholder in a thriving, employee-owned organization.

What You’ll Do:

• Source and win new client relationships through referrals, networking, and centers of influence
• Build and grow a book of affluent and high-net-worth individuals and families
• Deliver goals-based financial planning across retirement, investments, tax strategy, estate coordination, risk, and education funding
• Partner with the investment team to build and monitor portfolios focused on long-term growth and protection
• Serve as the primary point of contact for clients and coordinate with CPAs, attorneys, and other professionals
• Explain complex financial concepts in a clear, confidence-building way
• Deepen client relationships and earn cross-referrals from a large network of insurance brokers
• Mentor junior advisors and contribute to firm-wide growth

What You Bring:

• 7+ years in a fee-only or fiduciary advisory role with proven business development success
• Series 65 required (Series 66 acceptable)
• Bachelor’s degree in Finance, Economics, Business, or a related field
• CFP preferred, and CFA, CPA, or other advanced designations are a plus
• Life insurance license preferred
• High-net-worth client experience is highly preferred
• Strong skills in investments, retirement planning, tax strategy, and estate planning
• Excellent communication and presentation skills with a consultative, trust-based style
• Proficiency with planning software, CRM, portfolio platforms, and Microsoft Office
• Limited travel (under 10%)
  • Limited travel (under 10%)

  What’s In It For You:

  • Opportunity to become a shareholder in an employee-owned firm
  • Medical, prescription, dental, and vision coverage
  • 401(k), HSA, FSA, life, and disability coverage
  • Paid time off, paid holidays, sabbatical, and flexible work options
  • Well-being stipend and professional development support
  • A succession-planning path and strong resources for planning, investments, operations, and compliance

  Great advisors build lasting legacies.

  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 [e-mail]