Senior Wealth Advisor - Shareholder Path, Flexible Work

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

Benefits offered by this job

Shareholder opportunity in employee‑n‑

Medical, prescription, dental, and vis

401(k), HSA, FSA, life, and disability

Paid time off, holidays, sabbatical, &

Well-being stipend & professional dev

Succession-planning resources

Job summary

MOHR Talent in Glendale, CA is seeking an experienced Financial Advisor to build and manage a self-sufficient practice within a fiduciary, employee-owned firm.

You’ll deliver comprehensive financial planning and investment guidance for high-net-worth individuals, while collaborating with a dedicated investment team and supporting professionals. This is a full-time, in-person opportunity with a clear path to shareholder status.

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 a related field.
• CFP preferred; 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%)

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 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

Skills

Client relationship development

Financial planning

Communication skills

Sales & business development

Education

Bachelor’s degree in Finance/Economics/Business

Tools

CRM

Planning software

Portfolio platforms

Microsoft Office

Job description

MOHR Talent in Glendale, CA is seeking an experienced Financial Advisor to build and manage a self-sufficient practice within a fiduciary, employee-owned firm.

You’ll deliver comprehensive financial planning and investment guidance for high-net-worth individuals, while collaborating with a dedicated investment team and supporting professionals. This is a full-time, in-person opportunity with a clear path to shareholder status.