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Lead Financial Planning Advisor
Roseville, CA
$150k - $165k/yr
Full time
Posted 22d ago
Senior
Planning
Advisor
Microsoft Excel
Forecasting
Financial Advisor
Wealth Management
Financial Planning
Client Service
Microsoft Office
Regulatory Compliance
Financial Modeling
Financial Analyst
Relationship Management
Business Development
High Net Worth
Client Relationship Management
Retirement Planning
Investment Management
Financial Analysis
Leadership
Compliance
CRM
Client Relations
Portfolio Management
Financial Services
Investments
Lead
Communication
Financial Statements
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