Wealth Advisor: Grow a High Net Worth Practice

MOHR Talent; Pasadena (CA); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Professional development

Annual performance bonus eligibility

Job summary

MOHR Talent in Pasadena, CA, is seeking a Financial Advisor to build lasting client relationships and grow a practice with support from planning, investment, and operations professionals.

You will develop comprehensive financial plans, attract new clients, and coordinate with CPAs and attorneys to deliver a consistent client experience. A strong fiduciary approach and experience in wealth advisory are required.

Qualifications

• 7+ years of experience in a fee-only or fiduciary advisory role.
• Proven success attracting clients and growing revenue through consultative advice.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 65; Series 66 also accepted.
• Strong knowledge of investments, retirement planning, tax strategies, and estate planning.
• Experience managing the full client lifecycle with strong communication and fiduciary standards.
• Proficiency with financial planning software, CRM systems, portfolio management platforms, and Microsoft Office.
• Preferred CFP certification; high-net-worth client experience CFA or CPA credentials; life-insurance license preferred/required for insurance sales.

Responsibilities

• Build and manage relationships with affluent individuals and families.
• Attract new clients through referrals, networking, and professional connections.
• Develop financial plans covering retirement, investments, tax-aware strategies, estate coordination, and risk management.
• Partner with investment specialists to implement and monitor client portfolios.
• Coordinate with CPAs, attorneys, and internal teams to deliver a consistent client experience.
• Deepen relationships through ongoing planning conversations and proactive service.

Skills

Relationship-building

Fiduciary standards

Client portfolio management

Communication skills

Education

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

Series 65; Series 66

CFP certification preferred

CFA or CPA credentials

Tools

Envestnet

MoneyGuidePro

Salesforce

CRM software

Microsoft Office

Job description

MOHR Talent in Pasadena, CA, is seeking a Financial Advisor to build lasting client relationships and grow a practice with support from planning, investment, and operations professionals.

You will develop comprehensive financial plans, attract new clients, and coordinate with CPAs and attorneys to deliver a consistent client experience. A strong fiduciary approach and experience in wealth advisory are required.