Senior Financial Planner
EP Wealth Advisors
EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients achieve financial goals. You will mentor associates, improve planning workflows, and participate in professional development while staying current on industry legislation and market trends. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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