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Job description
EP Wealth Advisors, LLC is seeking a Vice President to provide comprehensive services to existing clients and reinforce senior leadership in regional growth. The role focuses on maintaining lead flow from referrals and internal campaigns, while supporting advisor teams.
Qualified candidates have 5–10 years of relationship management in financial services, CFP designation, and strong communication and leadership skills for client retention and business development.
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Worksite address
san luis obispo, CA, 93403, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.