Financial Wealth Advisor

The MOHR Enterprises LLC is seeking a Financial Wealth Advisor on-site in Lafayette, CA to manage and grow high-net-worth client relationships within a fiduciary, client-first wealth-management framework.

Responsibilities

• Act as the primary advisor for an established high-net-worth client base, delivering ongoing relationship management and fiduciary guidance.
• Direct financial planning discussions and oversee investment strategy reviews.
• Develop and present comprehensive financial plans tailored to each client.
• Identify opportunities to consolidate assets and expand assets under management.
• Maintain meticulous documentation and uphold all compliance standards.
• Support business development initiatives and contribute to new client acquisition.

Requirements

• Minimum 10 years of direct, client-facing advisory experience.
• Series 65 required; CFP designation preferred.
• Strong expertise in investments and high-net-worth financial planning.
• Proven ability to build trust and convert prospective clients into engaged clients.
• High integrity, professionalism, and accountability.

Benefits

• Base salary range of $150,000 to $165,000, commensurate with experience.
• 401(k) plan with employer match.
• Medical, vision, and life insurance coverage.
• Health Savings Account options.
• PTO and tuition reimbursement.