Finance Jobs in Roseville, CA

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26d ago

Lead Financial Planning Advisor

The MOHR Enterprises LLC Roseville, CA

Roseville, CA

26d ago

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

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Job Description

The MOHR Enterprises LLC seeks a Lead Financial Planning Advisor to manage client relationships and deliver strategic financial guidance to high-net-worth individuals and families in Roseville, CA (onsite).

Overview

A growing financial services firm is seeking a Lead Financial Planning Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Location: Roseville, CA (onsite). Compensation: USD 150,000 - 165,000 per year. Minimum experience: 10 years in financial advisory roles.

Responsibilities

Lead end-to-end financial planning engagements
Present investment strategies and long-term financial plans
Foster strong, trusted client relationships
Identify opportunities to grow existing client accounts
Maintain rigorous service quality and regulatory compliance

Requirements

At least 10 years of experience in financial advisory roles
Series 65 license (or equivalent) required

Benefits

401(k) with company match
Health and life insurance coverage
Paid time off

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