About this opportunity
EP Wealth Advisors lists this Senior Wealth Advisor & Client Continuity Leader opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning with senior advisors.
The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts.
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.