Growth-Focused Financial Advisor (Client Retention)

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. #J-18808-Ljbffr