Financial Advisor

Mohr Talent; Pasadena (CA); Presencial; USD 180.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Professional development

Annual performance bonus eligibility

Descripción de la vacante

MOHR Talent in Pasadena, CA, is seeking a Financial Advisor to build lasting client relationships and grow a practice with support from planning, investment, and operations professionals.

You will develop comprehensive financial plans, attract new clients, and coordinate with CPAs and attorneys to deliver a consistent client experience. A strong fiduciary approach and experience in wealth advisory are required.

Formación

• 7+ years of experience in a fee-only or fiduciary advisory role.
• Proven success attracting clients and growing revenue through consultative advice.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 65; Series 66 also accepted.
• Strong knowledge of investments, retirement planning, tax strategies, and estate planning.
• Experience managing the full client lifecycle with strong communication and fiduciary standards.
• Proficiency with financial planning software, CRM systems, portfolio management platforms, and Microsoft Office.
• Preferred CFP certification; high-net-worth client experience CFA or CPA credentials; life-insurance license preferred/required for insurance sales.

Responsabilidades

• Build and manage relationships with affluent individuals and families.
• Attract new clients through referrals, networking, and professional connections.
• Develop financial plans covering retirement, investments, tax-aware strategies, estate coordination, and risk management.
• Partner with investment specialists to implement and monitor client portfolios.
• Coordinate with CPAs, attorneys, and internal teams to deliver a consistent client experience.
• Deepen relationships through ongoing planning conversations and proactive service.

Conocimientos

Relationship-building

Fiduciary standards

Client portfolio management

Communication skills

Educación

Bachelor's degree in Finance, Economics, Business, or related field

Series 65; Series 66

CFP certification preferred

CFA or CPA credentials

Herramientas

Envestnet

MoneyGuidePro

Salesforce

CRM software

Microsoft Office

Descripción del empleo

Job Description

Glendale, CA | Full-time | Target First-Year Total Compensation: $180,000–$200,000+ | Base Salary + Production-Based Earnings | Comprehensive Benefits

An established wealth advisory firm is seeking a Financial Advisor to build lasting client relationships and grow a practice with the support of experienced planning, investment, and operations professionals.

This opportunity is ideal for an advisor who enjoys helping individuals and families make important financial decisions, developing new business, and delivering personalized advice within a collaborative team.

The Opportunity

Build and manage relationships with affluent individuals and families.

Attract new clients through referrals, networking, and professional connections.

Develop financial plans covering retirement, investments, tax-aware strategies, estate coordination, and risk management.

Partner with investment specialists to implement and monitor client portfolios.

Coordinate with CPAs, attorneys, and internal teams to deliver a consistent client experience.

Deepen relationships through ongoing planning conversations and proactive service.

What You Bring

7+ years of experience in a fee-only or fiduciary advisory role.

Demonstrated success attracting clients and growing revenue through consultative advice.

A bachelor’s degree in Finance, Economics, Business, or a related field.

Series 65; Series 66 also accepted.

Strong knowledge of investments, retirement planning, tax strategies, and estate-planning fundamentals.

Experience managing the full client lifecycle, with strong communication skills and a commitment to fiduciary standards.

Proficiency with financial planning software, CRM systems, portfolio management platforms, and Microsoft Office.

Preferred: CFP certification is strongly preferred. High-net-worth client experience, CFA or CPA credentials, and familiarity with Envestnet, MoneyGuidePro, or Salesforce are valuable. A life-insurance license is preferred and required for insurance sales.

Why Consider This Opportunity

Build your practice with support: Access planning, investment, technology, compliance, and operational resources.

Own meaningful relationships: Serve as a trusted point of contact for clients and their families.

Contribute to growth: Develop new business while expanding existing client relationships.

Comprehensive benefits: Medical, dental, vision, 401(k), paid time off, and professional development, plus annual performance bonus eligibility.

Compensation and Location

The anticipated compensation model includes a declining base as production-based earnings develop. Pasadena-specific salary, payout, and bonus terms will be explained during the interview process.

The position is based in Pasadena, with less than 10% travel.

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]