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Closed on April 23, 2026.

The MOHR Enterprises LLC

Lead Financial Planning Advisor

The MOHR Enterprises LLC
Roseville, CA $150k - $165k/yr Full time Posted 6mo ago
Senior Advisor Business Development Client Relations Client Relationship Management Client Service Communication Compliance CRM Financial Advisor Financial Analysis Financial Analyst Financial Modeling Financial Planning Financial Services Financial Statements Forecasting High Net Worth Investment Management Investments Lead Leadership Microsoft Excel Microsoft Office Planning Portfolio Management Regulatory Compliance Relationship Management Retirement Planning Wealth Management
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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

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