Financial Services Advisor

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