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Job description
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to existing clients and reinforce management functions for Senior VP and Regional Director by establishing and maintaining lead flow from referrals, internal marketing campaigns and COIs. This role offers leadership to advisor teams and a path for growth within a collaborative wealth management environment.
The VP will oversee servicing a designated client base, expand business through referrals, and coordinate with
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.