Lafayette, CA

Finance Jobs in Lafayette, CA

2 jobs found

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7mo ago

Senior Wealth Advisor (RIA)

The MOHR Enterprises LLC Lafayette, CA

Lafayette, CA

7mo ago Closed

$150k - $165k/yr Full time Senior Advisor Business Development

This position is no longer accepting applications (closed Apr 24, 2026).

Job Description

The Senior Wealth Advisor (RIA) serves high-net-worth clients in Lafayette, CA, delivering comprehensive financial planning and portfolio guidance while mentoring junior advisors within a growing wealth management practice. The position offers a base salary ranging from USD 150,000 to 165,000 per year.

Responsibilities

Act as a trusted financial advisor to affluent individuals and families
Provide end-to-end financial planning and portfolio guidance
Enhance client retention and growth through exceptional service
Prospect and cultivate new client relationships
Mentor junior advisors and contribute to team development
Partner with internal investment and planning teams

Requirements

At least 10 years of experience as a Financial Advisor
Active Series 65 license is required
Demonstrated success in a fee-based advisory model (RIA preferred)
Experience managing portfolios of $500K+ (HNW preferred)
Strong business development and relationship-management skills
Interest in mentoring and contributing to a collaborative, team-driven culture
401(k) or retirement plan experience is a plus
Demonstrated stable career history

Benefits

Competitive base salary plus team bonus and growth incentives
Access to an established client base and strong referral network
Robust operational and administrative support
Collaborative culture with transparent leadership
Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

Full-time, in-office, client-facing role

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7mo ago

Financial Wealth Advisor

The MOHR Enterprises LLC Lafayette, CA

Lafayette, CA

7mo ago Closed

$150k - $165k/yr Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

The MOHR Enterprises LLC is seeking a Financial Wealth Advisor on-site in Lafayette, CA to manage and grow high-net-worth client relationships within a fiduciary, client-first wealth-management framework.

Responsibilities

Act as the primary advisor for an established high-net-worth client base, delivering ongoing relationship management and fiduciary guidance.
Direct financial planning discussions and oversee investment strategy reviews.
Develop and present comprehensive financial plans tailored to each client.
Identify opportunities to consolidate assets and expand assets under management.
Maintain meticulous documentation and uphold all compliance standards.
Support business development initiatives and contribute to new client acquisition.

Requirements

Minimum 10 years of direct, client-facing advisory experience.
Series 65 required; CFP designation preferred.
Strong expertise in investments and high-net-worth financial planning.
Proven ability to build trust and convert prospective clients into engaged clients.
High integrity, professionalism, and accountability.

Benefits

Base salary range of $150,000 to $165,000, commensurate with experience.
401(k) plan with employer match.
Medical, vision, and life insurance coverage.
Health Savings Account options.
PTO and tuition reimbursement.

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Finance Jobs in Lafayette, CA

Senior Wealth Advisor (RIA)

Financial Wealth Advisor

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