About this opportunity
EP Wealth Advisors lists this Regional Wealth VP | Growth & Client Continuity opportunity in falmouth, Maine. Review the employer’s description below for duties, qualifications and application requirements.
Job description
EP Wealth Advisors in Falmouth, ME seeks an experienced Relationship Manager to serve a designated high-net-worth client base. This full-time role combines advisory service, business development and succession-transition work to strengthen client continuity.
You will collaborate with Senior VP and Regional Director to expand referrals, maintain territory, and coordinate with portfolio management and financial planning teams, while upholding fiduciary standards and client-first principles.
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Worksite address
falmouth, ME, 04105, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.