Wealth Advisor — Flexible Schedule & Growth Path
EP Wealth Advisors
EP Wealth Advisors in Walnut Creek, CA is hiring a Wealth Advisor to provide comprehensive service to existing clients and support growth through inbound leads. The role collaborates with portfolio management, operations, and financial planning teams to service client needs and drive business objectives. The position requires a 2+ year track record in relationship management/sales within financial services, with a Series 65 or equivalent. #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 2 days ago
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