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Senior Financial Planner - Wealth Strategy Lead (Hybrid)

EP Wealth Advisors, Inc

EP Wealth Advisors (EPWA) seeks a Senior Financial Planner to create and analyze tailored financial plans, manage client relationships, and oversee planning processes for high-net-worth clients across the region. You will mentor planning associates, collaborate with cross-functional teams, and contribute to service offerings while staying current on industry trends. This hybrid role is based in Seattle, WA; Vancouver, WA; or Redwood Shores, CA. #J-18808-Ljbffr EP Wealth Advisors, Inc

Vacancy posted 1 day ago
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