About this opportunity
EP Wealth Advisors lists this Senior Wealth Advisor — Succession Growth Opportunity opportunity in brunswick, Maine. Review the employer’s description below for duties, qualifications and application requirements.
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.