Client-Facing Wealth Advisor Planning
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Location: Westlake Village
Lead Advisor is assisting a top wealth management firm in Westlake Village, CA. The ideal candidate has 3+ years of client-facing financial planning experience and a passion for the planning process, with a process-driven, detail-oriented mindset.
They will work closely with a senior advisor, conduct reviews to connect investments, planning and insurance to client goals, and identify new business opportunities while collaborating with investment, planning and operations teams.
This posting is for the Client-Facing Wealth Advisor - Growth & Planning role at Lead Advisor, based in Westlake Village, CA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Westlake Village, CA, United States.
This opportunity is part of our work in Finance.
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