Financial Advisor | Series 65
$150k - $165kMohr Talent
Financial Advisor (Series 65) $150,000 – $165,000 Overview Join a respected financial planning and investment firm as a Financial Advisor, delivering tailored strategies to affluent clients while building long‑term relationships and 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 Qualifications 10+ years in a client‑facing advisory role Series 65 required CFP preferred 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 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. Job Summary Published: 5/12/2026 Type: Direct Hire Location: Rocklin, California Category: Finance / FP&A At MOHR Talent, your progress is our passion. We are a national, minority‑owned firm committed to empowering diverse talent. Our team provides personalized, growth‑driven solutions whether you are looking for a new career move or eager to drive your enterprise further. #J-18808-Ljbffr Mohr Talent
Vacancy posted 17 hours ago
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