Senior Financial Planner
EP Wealth Advisors
EP Wealth Advisors seeks a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the region. You will lead plan development, tax, retirement, and estate strategies, and help implement recommendations while overseeing client relationships. The role emphasizes team collaboration, process improvement, and ongoing professional development within a supportive firm culture. #J-18808-Ljbffr
Vacancy posted 3 days ago
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