Senior Wealth Advisor (High Net - Worth Clients)

Senior Wealth Advisor (High-Net-Worth Clients)

Roseville, CA

$150,000 – $165,000

Overview

A well-established, client-focused wealth management firm is seeking a Senior Wealth Advisor to lead relationships with high-net-worth clients.

This is a high-impact, client-facing role offering long-term growth, autonomy, and the opportunity to influence client financial outcomes.

Responsibilities

• Serve as the primary advisor for high-net-worth client relationships
• Lead client meetings and present investment and financial planning strategies
• Maintain proactive communication and ongoing relationship management
• Identify opportunities to grow assets under management
• Ensure accurate documentation and regulatory compliance

Qualifications

• 10+ years of client-facing financial advisory experience
• Series 65 (or equivalent) – Required
• CFP – Preferred
• Experience working with high-net-worth clients
• Strong relationship-building and communication skills

Benefits

• 401(k) with match
• Health, vision, and life insurance
• PTO + paid holidays

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 ***email_hidden***