Lead Financial Planning Advisor
Job Description
Overview
The MOHR Enterprises LLC is seeking a Lead Financial Planning Advisor to assume ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. This role is based in Rocklin, CA, with a base salary range of $150,000 to $165,000.
Responsibilities
- Lead comprehensive financial planning engagements
- Present investment strategies and long-term plans
- Build strong, trusted client relationships
- Identify opportunities to expand client accounts
- Maintain high standards of service and compliance
Qualifications
- 10+ years of financial advisory experience
- Series 65 (or equivalent) required
- CFP strongly preferred
- Strong analytical and problem-solving skills
- Ability to manage multiple client relationships
Benefits
- 401(k) + match
- Health and life insurance
- Paid time off
Compensation and Location
Base salary: $150,000 – $165,000. Location: Rocklin, CA.
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 or 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].