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Job description
EP Wealth Advisors seeks a Vice President to lead comprehensive wealth services for existing clients and support senior management in growth initiatives. You will build and sustain client relationships, partner with portfolio management and planning teams, and drive business development within the local network.
The role requires 5–10 years of related experience, a CFP certification, and strong communication skills in a collaborative environment.
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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.