65 Finance Jobs

4 jobs found

Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Biloxi, MS

14d ago

$70k - $110k/yr Full time Marketing 65 Advisor

Marketing 65 Advisor

Job Description

Roberts Wealth Management, a Biloxi, MS based firm, is seeking a Financial Fiduciary Advisor to join on site. This role guides clients toward their financial goals while benefiting from the support of an in-house marketing team and dedicated client liaisons, with a high-volume meeting schedule that emphasizes fiduciary service and clear, professional communication.

Responsibilities

Support clients in achieving their financial objectives.
Provide first-class service to both clients and advisors.

Requirements

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or related field preferred
Proven experience in financial planning or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Benefits

Dental insurance
Health insurance
Life insurance

Experience

Financial Planning and Sales: 5 years (Required)

Job Type

Full-time

Pay

$70,000 - $110,000 per year

Work Location

On-site in Biloxi, MS

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Private Client Advisor | Series 65

The MOHR Enterprises LLC Pleasant Hill, CA

19d ago

$150k - $165k/yr Full time 65 Advisor Business Development

65 Advisor Business Development

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Job Description

Private Client Advisor position in Pleasant Hill, CA with a wealth management firm offering USD 150,000–165,000 base salary plus a performance bonus.

Responsibilities

Act as a trusted financial advisor to high-net-worth individuals and families
Provide comprehensive financial planning and portfolio guidance
Strengthen client retention and growth through exceptional service
Identify and cultivate new client opportunities
Mentor junior advisors and support team development
Collaborate with internal investment and planning teams

Requirements

A minimum of 10 years' experience as a Financial Advisor
Active Series 65 license is required
Proven experience in a fee-based advisory model; RIA experience preferred
Experience managing client portfolios of $500K+; high-net-worth focus preferred
Strong business development and relationship management skills
Interest in mentoring others and contributing to a team-driven culture
Experience with 401(k) or retirement plans is a plus
A stable career history

Benefits

Competitive base salary with team bonus and growth incentives
Access to an established client base and robust referral network
Comprehensive operational and administrative support
A collaborative culture with transparent leadership
Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

Full-time, in-office, client-facing role

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Financial Advisor | Series 65

The MOHR Enterprises LLC Rocklin, CA

20d ago

$150k - $165k/yr Full time Senior 65 Advisor

Senior 65 Advisor

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Job Description

The MOHR Enterprises LLC is seeking an accomplished Financial Advisor to manage and grow a client portfolio through customized financial planning and investment guidance. This on-site role in Rocklin, California centers on leading client meetings, driving new business, and maintaining compliance while building durable client relationships. The position offers a base salary of $150,000 to $165,000 per year and requires at least 10 years of experience in a client-facing advisory role.

Overview

Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while fostering long-term relationships built on trust.

Responsibilities

Manage and grow a portfolio of client relationships
Deliver customized financial planning and investment advice
Lead client meetings and follow-up activities
Drive new client acquisition and referrals
Maintain compliance and detailed client records

Requirements

10+ years in a client-facing advisory role
Series 65 required
Strong interpersonal and communication skills
Proven ability to develop new business

Benefits

Competitive base salary
Full benefits package (medical, dental, vision)
401(k) with employer match
PTO and career development support

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Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Mandeville, LA

1mo ago

$80k - $110k/yr Full time 65 Advisor Client Relations

65 Advisor Client Relations

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Job Description

About the Firm

Roberts Wealth Management is a family owned advisory firm operating since 2000. With a team of more than 40 professionals, we serve thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," reflects our commitment to delivering exceptional financial services with a caring approach to wealth management.

Role Overview

In the Financial Fiduciary Advisor position, you will play a pivotal role in guiding clients toward their financial goals. We are looking for a talented individual to join our team in a collaborative, client-focused environment.

Qualifications

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or a related field preferred
Proven experience in financial advising or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Experience

Financial Planning and Sales: 5 years (Required)

Compensation

Annual salary: $80,000.00 - $110,000.00 per year

Benefits

Dental insurance
Health insurance
Life insurance

Employment Details

Job Type: Full-time
Schedule: 8 hour shift
Supplemental Pay: Bonus opportunities
Work Location: In person
Location: Mandeville, LA 70448

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65 Finance Jobs

Financial Fiduciary Advisor - Series 65

Private Client Advisor | Series 65

Financial Advisor | Series 65

Financial Fiduciary Advisor - Series 65

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