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Strategic Lead Financial Advisor HNW Families
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-10-06
Listing for:
MOHR Talent
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications, including Series 65 and preferably CFP.
This role offers a competitive salary ranging from $150,000 to $165,000, along with benefits like a 401(k) plan and health insurance.
Join us at MOHR Talent as our next Strategic Lead Financial Advisor for HNW Families in Roseville, CA, United States. We are currently recruiting a Strategic Lead Financial Advisor for HNW Families for our team in Roseville, CA, United States. This is an excellent position to take on the Strategic Lead Financial Advisor for HNW Families role at MOHR Talent.
As a Strategic Lead Financial Advisor for HNW Families, you will play an important part at MOHR Talent in Roseville, CA, United States.
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