Financial Advisor | Series 65

Financial Advisor | Series 65 The MOHR Enterprises LLC Rocklin, CA Job Details $150,000 - $165,000 a year 1 day ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Identifying new business opportunities Business development Business development within finance Series 65 Customer acquisition Full Job Description Financial Advisor (Series 65) $150,000 - $165,000 Base 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 #LI-CA1