Senior Wealth Planner for High-Net-Worth Clients
EP Wealth Advisors
EP Wealth Advisors, LLC is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients in Utah. You will manage relationships, oversee planning processes, and contribute to service offerings. Collaboration with the Planning team and leadership is essential for success. The role emphasizes client engagement, plan development, and process improvement, with opportunities for mentorship and professional growth within a collaborative #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 2 days ago
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