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Job description
EP Wealth Advisors in Brunswick, ME, seeks an experienced advisor to join a succession-focused regional practice. You will help steward client relationships, ensure continuity, and contribute to the firm's growth within a fiduciary framework.
Collaborate with the Senior VP and Regional Director to grow via referrals, COIs, and business development, while delivering thoughtful financial planning and investment guidance to high-net-worth clients.
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Worksite address
brunswick, ME, 04011, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.