Private Client Advisor | Series 65

Overview

A high-growth wealth management firm is expanding its Private Client Advisory team and seeks a skilled professional to contribute during this exciting phase. This position suits an experienced advisor who thrives on direct client engagement while helping to develop the next generation of talent.

Compensation

Base salary in the range of $150,000 to $165,000 per year, plus a performance-based bonus.

Location & Schedule

Pleasant Hill, CA 94523. This is a full-time, in-office, client-facing role.

Key Responsibilities

• Act as a trusted advisor to affluent individuals and families
• Provide holistic financial planning and portfolio guidance
• Enhance client retention and growth through exceptional service
• Identify and develop new client opportunities
• Mentor junior advisors and support team development
• Collaborate with internal investment and planning teams

Qualifications

• Minimum 10+ years of experience as a Financial Advisor (required)
• Active Series 65 license required
• Proven experience in a fee-based advisory model (RIA preferred)
• Experience working with $500K+ client portfolios (HNW preferred)
• Strong business development and relationship management skills
• Interest in mentoring and contributing to a team-driven culture
• 401(k) or retirement plan experience is a plus
• Stable career track record

What You’ll Get

• Competitive base salary plus team bonus and growth incentives
• Access to an established client base and strong referral network
• Robust operational and administrative support
• Collaborative culture with transparent leadership
• Opportunity to play a key role in firm growth and leadership
• Schedule: Full-time, in-office, client-facing role

Equal Opportunity Employment

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].