Wealth Advisor: Grow Your Practice at an Employee-Owned Firm

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

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.