Wealth Advisor — Relationship Growth & Planning
EP Wealth Advisors, LLC
EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. The Wealth Advisor role focuses on building long-term client relationships, understanding financial goals, and delivering tailored investment, retirement, and estate plans. The position requires 2+ years in relationship management/sales within financial services, Series 65, and strong communication and teamwork skills; CFP certification is a plus. #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 2 days ago
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