EP Wealth Advisors in Falmouth, ME seeks an experienced Relationship Manager to serve a designated high-net-worth client base. This full-time role combines advisory service, business development and succession-transition work to strengthen client continuity.
You will collaborate with Senior VP and Regional Director to expand referrals, maintain territory, and coordinate with portfolio management and financial planning teams, while upholding fiduciary standards and client-first principles.
#J-18808-LjbffrRegional Wealth VP | Growth & Client Continuity in falmouth at Unknown Company
This position is listed as full time and onsite.