Wealth Advisor: High Net Worth | Flexible Schedule
ep wealth advisors
EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating with internal teams to deliver investment, retirement, and estate planning services. The position requires an undergraduate degree (preferably in business), Series 65 or equivalent, and at least two years in #J-18808-Ljbffr ep wealth advisors
Vacancy posted 2 days ago
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Bank of America
Simi Valley, CA3 days ago
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