Senior Financial Advisor: Build Your Practice & Ownership

MOHR Talent; Glendale (CA); Vor Ort; USD 140.000 - 150.000; Vollzeit

Benefits dieser Stelle

Shareholder path

Medical / dental / vision coverage

401(k) / HSA / FSA

Paid time off and holidays

Well-being stipend

Succession planning support

Zusammenfassung

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.

Qualifikationen

• 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%)

Aufgaben

• 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

Kenntnisse

Business development

Financial planning

Client relationship building

Communication & presentation

Investments & retirement planning

Ausbildung

Bachelor’s degree in Finance/Economics/Business

Series 65

CFP preferred; CFA/CPA a plus

Tools

Planning software

CRM

Portfolio platforms

Microsoft Office

Jobbeschreibung

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.