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Pleasant Hill, CA

Finance Jobs in Pleasant Hill, CA

2 jobs found

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25d ago

Private Client Advisor | Series 65

The MOHR Enterprises LLC Pleasant Hill, CA

Pleasant Hill, CA

25d ago

$150k - $165k/yr Full time 65 Advisor Business Development

Job Description

Private Client Advisor position in Pleasant Hill, CA with a wealth management firm offering USD 150,000–165,000 base salary plus a performance bonus.

Responsibilities

Act as a trusted financial advisor to high-net-worth individuals and families
Provide comprehensive financial planning and portfolio guidance
Strengthen client retention and growth through exceptional service
Identify and cultivate new client opportunities
Mentor junior advisors and support team development
Collaborate with internal investment and planning teams

Requirements

A minimum of 10 years' experience as a Financial Advisor
Active Series 65 license is required
Proven experience in a fee-based advisory model; RIA experience preferred
Experience managing client portfolios of $500K+; high-net-worth focus preferred
Strong business development and relationship management skills
Interest in mentoring others and contributing to a team-driven culture
Experience with 401(k) or retirement plans is a plus
A stable career history

Benefits

Competitive base salary with team bonus and growth incentives
Access to an established client base and robust referral network
Comprehensive operational and administrative support
A collaborative culture with transparent leadership
Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

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

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26d ago

Financial Services Advisor

The MOHR Enterprises LLC Pleasant Hill, CA

Pleasant Hill, CA

26d ago

$150k - $165k/yr Full time Advisor Client Relations Client Relationship Management

Job Description

The MOHR Enterprises LLC seeks a Financial Services Advisor to work onsite in Pleasant Hill, CA, with a salary of USD 150,000 to 165,000 per year.

Responsibilities

Act as the lead advisor for an established book of high-net-worth clients.
Drive financial planning discussions and investment strategy reviews.
Prepare and present comprehensive financial plans.
Identify opportunities to consolidate assets and grow assets under management (AUM).
Maintain meticulous documentation and uphold compliance standards.
Support business development and new client acquisition activities.

Requirements

Ten or more years of direct, client-facing advisory experience.
Series 65 license required; CFP designation preferred.
Strong background in investments and high-net-worth planning.
Proven ability to build trust and convert prospects into clients.
High integrity, professionalism, and accountability.

Benefits

401(k) with company match
Medical, vision, and life insurance
Health Savings Account (HSA) options
PTO and tuition reimbursement

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