Senior Wealth Advisor - Hybrid, Flex Hours, Unlimited PTO
EP Wealth Advisors, Inc
EP Wealth Advisors, Inc is seeking a Wealth Advisor to provide comprehensive service to an assigned client group and support business development through inbound leads. You will liaise with portfolio management, operations and financial planning to prepare client meetings and monitor workflows. The role requires a 2+ year track record in relationship management or sales within financial services, an undergraduate business degree, and Series 65 or equivalent. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 2 days ago
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