Senior Financial Planner: Wealth Strategy Lead
EP Wealth Advisors, LLC
EP Wealth Advisors in the Washington region seeks a Senior Financial Planner to work with advisors in creating, updating, and delivering tailored financial plans for clients with substantial assets. The role emphasizes building strong client relationships, overseeing planning processes, and expanding the firm’s services. You will lead plan development, coordinate tax, retirement, estate planning, and investments; review client data, present recommendations, and track progress. #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 2 days ago
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