Senior Wealth Planner for High-Net-Worth Clients (Hybrid)
EP Wealth Advisors, Inc
EP Wealth Advisors, Inc. is seeking a Senior Financial Planner to lead the development of tailored financial plans and maintain strong client relationships across the region. You will oversee planning processes, collaborate with Advisors, and work toward delivering comprehensive wealth management solutions. The role emphasizes mentoring junior planners, refining internal workflows, and ensuring accurate, timely deliverables. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 1 day ago
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