Financial Advisor

MOHR Talent; Roseville (CA); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

401(k) + match

Health and life insurance

Paid time off

Job summary

A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications, including Series 65 and preferably CFP. This role offers a competitive salary ranging from $150,000 to $165,000, along with benefits like a 401(k) plan and health insurance.

Qualifications

• 10+ years of financial advisory experience is a must.
• Series 65 (or equivalent) is required.
• Ability to manage multiple client relationships effectively.

Responsibilities

• Lead comprehensive financial planning engagements.
• Present investment strategies and long-term plans.
• Identify opportunities to expand client accounts.

Skills

Analytical skills

Problem-solving skills

Education

CFP certification

Job description

Overview

Rocklin, CA

$150,000 – $165,000 Base

A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families.

Responsibilities

• Lead comprehensive financial planning engagements
• Present investment strategies and long-term plans
• Build strong, trusted client relationships
• Identify opportunities to expand client accounts
• Maintain high standards of service and compliance

Qualifications

• 10+ years of financial advisory experience
• Series 65 (or equivalent) required
• CFP strongly preferred
• Strong analytical and problem-solving skills
• Ability to manage multiple client relationships

Benefits

• 401(k) + match
• Health and life insurance
• Paid time off

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]