Financial Advisor | Series 65

Overview

Join a respected financial planning and investment firm as a Financial Advisor with Series 65 credentials. This role, based in Rocklin, CA 95677, offers a base salary range of $150,000 - $165,000. You will provide tailored financial strategies to affluent clients while building lasting relationships and trust.

Responsibilities

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

Qualifications

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

Benefits

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

Equal Opportunity

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 [email protected].