More jobs:
Focused Financial Advisor; Client Retention
Job in
Calabasas, Los Angeles County, California, 91302, USA
Listed on 2026-02-06
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Calabasas is seeking a Lead Advisor responsible for client retention and presenting financial plans. The ideal candidate will possess a Bachelor's degree and have at least 5 years of experience in financial planning or investment management. Responsibilities include conducting client meetings, solving complex financial issues, and mentoring junior staff. The role emphasizes maintaining and growing existing client relationships, and offers a collaborative work environment.
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