Finance Jobs in Rocklin, CA

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27d ago

Financial Advisor | Series 65

The MOHR Enterprises LLC Rocklin, CA

Rocklin, CA

27d ago

$150k - $165k/yr Full time Senior 65 Advisor

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Job Description

The MOHR Enterprises LLC is seeking an accomplished Financial Advisor to manage and grow a client portfolio through customized financial planning and investment guidance. This on-site role in Rocklin, California centers on leading client meetings, driving new business, and maintaining compliance while building durable client relationships. The position offers a base salary of $150,000 to $165,000 per year and requires at least 10 years of experience in a client-facing advisory role.

Overview

Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while fostering long-term relationships built on trust.

Responsibilities

Manage and grow a portfolio of client relationships
Deliver customized financial planning and investment advice
Lead client meetings and follow-up activities
Drive new client acquisition and referrals
Maintain compliance and detailed client records

Requirements

10+ years in a client-facing advisory role
Series 65 required
Strong interpersonal and communication skills
Proven ability to develop new business

Benefits

Competitive base salary
Full benefits package (medical, dental, vision)
401(k) with employer match
PTO and career development support

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