Compensation
$150,000 - $165,000 + Benefits
Location
San Rafael, CA 94901
About Opportunity
We are partnering with a well-established, client-focused financial planning and investment firm seeking an experienced Financial Services Advisor. This is a long-term opportunity for someone who values strong client relationships, high ethical standards, and delivering meaningful financial outcomes.
What You’ll Do
- Serve as the main point of contact for clients and build long-term relationships
- Lead client meetings and communicate investment strategies and financial plans
- Manage follow-ups and keep detailed client records
- Review and update financial plans based on client goals
- Help grow the business by bringing in new clients
- Identify opportunities to bring additional assets under management
What We’re Looking For
- 10+ years of client-facing experience in financial services
- Series 65 license (or equivalent) required
- CFP is a plus
- Strong understanding of investments, financial markets, and financial planning
- Experience working with high-net-worth clients
- Excellent communication and relationship-building skills
- Highly organized with strong attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Professional, ethical, and client-focused mindset
Key Traits for Success
- Strong work ethic and accountability
- Positive, proactive, and solutions-oriented
- Comfortable working under pressure
- Strategic thinker with problem-solving skills
- High level of integrity and confidentiality
Benefits
- 401(k) with company match
- Health, dental, and vision insurance
- Life insurance
- Health savings account (HSA)
- Paid time off
- Tuition reimbursement
Equal Opportunity
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 hr@themohrgrp.com
