Wealth Advisor - High-Net-Worth Client Partner
EP Wealth Advisors, Inc
EP Wealth Advisors, Inc. in Walnut Creek, CA is seeking a Wealth Advisor to provide comprehensive service to an assigned client group and to help develop new business from inbound leads. You will collaborate with a team of professionals across advisory, portfolio management and operations to prepare client meetings and monitor ongoing service workflows, ensuring regulatory compliance and high-quality client outcomes. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 3 days ago
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