Wealth Advisor

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

Benefits offered by this job

Shareholder opportunity

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 seeks an experienced Wealth Advisor in West Covina, CA to build a personal client book within a fiduciary framework. You will provide comprehensive planning, investments, tax strategy, and estate coordination while collaborating with an in‑house investment team for long‑term growth and protection.

You will serve as the primary client contact, explain complex financial concepts clearly, and mentor junior advisors as the firm grows.

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, and 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

Business development

Client relationship management

Financial planning

Communication

Investment knowledge

Regulatory compliance

Education

Bachelor's degree in Finance/Economics/Business

CFP preferred

Tools

CRM software

Portfolio platforms

Microsoft Office

Job description

Wealth Advisor

West Covina, CA | In-Person | $140,000 - $150,000 /yr + Annual Bonus | Full-Time

A well established and growing independent wealth management firm, built on a fiduciary standard and a team that cares about their people, is hiring an experienced Wealth Advisor. You will build your own practice with strong planning, investment, and compliance support behind you, and with a clear path to becoming a shareholder in a thriving, employee-owned organization.

What You’ll Do:

• 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

What You Bring:

• 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, and CFA, CPA, or other advanced designations are a plus
• Life insurance license preferredHigh‑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%)

What’s In It For You:

• Opportunity to become a shareholder in an employee‑owned firm
• Medical, prescription, dental, and vision coverage
• 401(k), HSA, FSA, life, and disability coverage
• Paid time off, paid holidays, sabbatical, and flexible work options
• Well‑being stipend and professional development support
• A succession‑planning path and strong resources for planning, investments, operations, and compliance

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]