Wealth Advisor

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

Benefits offered by this job

Medical, prescription, dental, and vis

401(k)

HSA & FSA

Paid time off and holidays

Well-being stipend

Professional development support

Job summary

MOHR Talent is seeking an experienced Wealth Advisor in West Covina, CA to build a personal practice with fiduciary support, serving affluent clients and coordinating with CPAs and attorneys. The role offers growth toward ownership in an employee-owned firm.

You will deliver comprehensive planning across retirement, investments, estate planning, tax, and risk, while mentoring junior advisors and expanding the client base. This is a full-time, direct-hire position.

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.

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

Series 65

CFP

High-net-worth

Investments

Retirement planning

Estate planning

Communication

CRM

Education

Bachelor’s degree in Finance or related field

Tools

Planning software

CRM

Portfolio platforms

Microsoft Office

Job description

Wealth Advisor

West Covina, California - Direct Hire - $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.

Job Description

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 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%)

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

Advisors who put clients first go the farthest.

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]
#LI-AL1

Job Summary

Published: 10/29/2026

Type: Direct Hire

Location: West Covina, California

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126