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Job description
Senior Wealth Advisor (High-Net-Worth Clients)
Roseville, CA
$150,000 – $165,000 Base
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
Senior Wealth Advisor (High-Net-Worth Clients)
Roseville, CA
$150,000 – $165,000 Base
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
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Worksite address
roseville, CA, 95678, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.