Private Wealth Advisor – Growth, Ownership & Flexibility

MOHR Talent; Pasadena (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Annual performance bonus

Employee stock purchase opportunity

Medical, prescription drug, dental, &/

Well-being stipend

Paid time off and holidays

Job summary

MOHR Talent is seeking an experienced Financial Advisor to grow its private wealth practice, serving affluent clients with comprehensive financial planning, investment management, and long-term relationship management.

The advisor will collaborate with insurance brokers and internal teams, leverage planning resources, and participate in an employee-owned organization with a broad referral network. Excellent prospects for growth exist within a supportive environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 65 license required; Series 66 also accepted.
• 7+ years of experience in a fee-only or fiduciary advisory role.
• Proven ability to originate client relationships and grow revenue through consultative, advice-driven sales.
• Proficiency with financial planning software, CRM systems, and portfolio management platforms.

Responsibilities

• Proactively source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling opportunities.
• Build, manage, and expand a book of business serving affluent and high-net-worth individuals and families.
• Collaborate with insurance brokers and internal partners to generate cross-referrals.
• Identify opportunities to deepen client relationships and broaden service offerings.
• Contribute to firm-wide growth initiatives.
• Develop and deliver goals-based financial plans, partnering with specialized planning resources when needed.
• Address retirement planning, tax-aware strategies, estate planning coordination, and education funding.
• Conduct in-depth financial analyses and present clear, actionable recommendations.
• Partner with the investment team to design and manage portfolios focused on long-term growth and protection.
• Apply disciplined asset allocation, rebalancing, and ongoing portfolio monitoring processes.
• Serve as the primary point of contact for clients and collaborate with CPAs, attorneys, and other external professionals.
• Explain complex financial concepts clearly to support informed decision-making.
• Conduct ongoing planning discussions to address evolving client needs and strengthen long-term relationships.
• Support continuity of client service through long-term succession planning.

Skills

Business development

Client relationships

Financial planning

Investment management

Communication

Education

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

Tools

Envestnet

MoneyGuidePro

Salesforce

Job description

MOHR Talent is seeking an experienced Financial Advisor to grow its private wealth practice, serving affluent clients with comprehensive financial planning, investment management, and long-term relationship management.

The advisor will collaborate with insurance brokers and internal teams, leverage planning resources, and participate in an employee-owned organization with a broad referral network. Excellent prospects for growth exist within a supportive environment.