Senior Wealth Advisor (High-Net-Worth Clients)Roseville, CA$150,000 – $165,000 BaseOverviewA 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.ResponsibilitiesServe as the primary advisor for high-net-worth client relationshipsLead client meetings and present investment and financial planning strategiesMaintain proactive communication and ongoing relationship managementIdentify opportunities to grow assets under managementEnsure accurate documentation and regulatory complianceSenior Wealth Advisor (High-Net-Worth Clients)Roseville, CA$150,000 – $165,000 BaseOverviewA 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 relationshipsLead client meetings and present investment and financial planning strategiesMaintain proactive communication and ongoing relationship managementIdentify opportunities to grow assets under managementEnsure accurate documentation and regulatory complianceQualifications 10+ years of client-facing financial advisory experienceSeries 65 (or equivalent) – RequiredCFP – PreferredExperience working with high-net-worth clientsStrong relationship-building and communication skillsBenefits 401(k) with matchHealth, vision, and life insurancePTO + paid holidaysMOHR 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#J-18808-Ljbffr