Financial Planner

Overview

We are partnering with a well-established, client-focused financial planning and investment firm to identify an experienced financial services advisor. This is a long-term opportunity for a professional who values strong client relationships, high ethical standards, and delivering meaningful financial outcomes.

What You’ll Do

• Serve as the primary contact for clients and cultivate lasting relationships
• Lead client meetings and present investment strategies and financial plans
• Manage follow-ups and maintain detailed client records
• Review and update financial plans based on client goals
• Support business growth by bringing in new clients
• Identify opportunities to add assets under management

What We’re Looking For

• 10+ years of client-facing experience in financial services
• Series 65 license (or equivalent) required
• CFP designation is a plus
• Strong understanding of investments, financial markets, and financial planning
• Experience working with high-net-worth clients
• Excellent communication and relationship-building skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Professional, ethical, and client-focused mindset
• Strong work ethic and accountability
• Positive, proactive, and solutions-oriented approach
• Comfortable working under pressure
• Strategic thinker with solid problem-solving skills
• High level of integrity and confidentiality

Benefits

• 401(k) with company match
• Health, dental, and vision insurance
• Life insurance
• Health savings account (HSA)
• Paid time off
• Tuition reimbursement

Compensation & Location

Compensation: $150,000 to $165,000 plus benefits

Location: Fremont, CA 94536

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]