Director of Advanced Wealth Planning & Strategy
Listed on 2026-11-07
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Finance & Banking
Wealth Management -
Management
Wealth Management
Frederick Fox LLC is seeking a Director of Wealth Planning Strategies to lead sophisticated financial planning for high‑net‑worth clients. You will translate complex concepts into actionable strategies, oversee deliverables, and mentor junior professionals across cross‑functional teams.
You will drive research, develop tailored wealth plans, and work with advisors and families to optimize outcomes while staying current with tax and regulatory changes.
We are seeking a motivated Director of Advanced Wealth Planning & Strategy to join Frederick Fox LLC in Westlake Village, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Director of Advanced Wealth Planning & Strategy role at Frederick Fox LLC, based in Westlake Village, CA, United States.
We are looking to fill the Director of Advanced Wealth Planning & Strategy position at Frederick Fox LLC in Westlake Village, CA, United States.
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