Client-Facing Wealth Advisor - Growth & Planning

Lead Advisor; Westlake Village (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

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.

Qualifications

• 3+ years of client-facing financial planning experience.
• Licenses: SIE, Series 7, 66, and LAH insurance.
• Strong communication and a structured planning approach.
• Ability to collaborate with senior advisors and cross-functional teams.

Responsibilities

• Sit second chair in client meetings to build relationships and learn planning philosophy.
• Conduct reviews to align investments, planning, and insurance with goals.
• Identify new business opportunities through planning needs and referrals.
• Collaborate with investment, planning, and operations teams on analysis and implementation.
• Shadow senior advisors and stay updated on industry changes.

Skills

Client-facing financial planning

Effective communicator

Process-driven

Education

SIE license

Series 7 license

Series 66 license

LAH insurance license

Job description

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.