Financial Advisor | Series 65

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