Senior Wealth Advisor (RIA)

Overview

A fast growing wealth management practice seeks a Senior Wealth Advisor (RIA) to serve high net worth clients from the Lafayette, California area. The role offers a base salary range of $150,000 to $165,000 plus a performance bonus. It is ideal for a seasoned advisor who enjoys direct client collaboration while contributing to the development of junior talent amid a period of expansion.

Key Responsibilities

• Serve as a trusted advisor to affluent individuals and families
• Provide holistic financial planning and portfolio guidance
• Support client retention and growth through exceptional service
• Identify and cultivate new client opportunities
• Mentor junior advisors and contribute to 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 and Location

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

Location: Lafayette, CA 94549

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].