Financial Advisor

Overview Rocklin, CA $150,000 – $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive financial planning engagements Present investment strategies and long-term plans Build strong, trusted client relationships Identify opportunities to expand client accounts Maintain high standards of service and compliance Qualifications 10+ years of financial advisory experience Series 65 (or equivalent) required CFP strongly preferred Strong analytical and problem-solving skills Ability to manage multiple client relationships Benefits 401(k) + match Health and life insurance Paid time off MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at View email address on click.appcast.io #J-18808-Ljbffr