This position is no longer accepting applications
Closed on April 23, 2026.
Financial Services Advisor
Advisor
Client Relations
Client Relationship Management
Client Service
Communication
Compliance
CRM
Financial Advisor
Financial Planning
Financial Services
Investments
Portfolio Management
Regulatory Compliance
Relationship Management
Services
Wealth Management
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Job Description
The MOHR Enterprises LLC seeks a Financial Services Advisor to work onsite in Pleasant Hill, CA, with a salary of USD 150,000 to 165,000 per year.
Responsibilities
- Act as the lead advisor for an established book of high-net-worth clients.
- Drive financial planning discussions and investment strategy reviews.
- Prepare and present comprehensive financial plans.
- Identify opportunities to consolidate assets and grow assets under management (AUM).
- Maintain meticulous documentation and uphold compliance standards.
- Support business development and new client acquisition activities.
Requirements
- Ten or more years of direct, client-facing advisory experience.
- Series 65 license required; CFP designation preferred.
- Strong background in investments and high-net-worth planning.
- Proven ability to build trust and convert prospects into clients.
- High integrity, professionalism, and accountability.
Benefits
- 401(k) with company match
- Medical, vision, and life insurance
- Health Savings Account (HSA) options
- PTO and tuition reimbursement
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