EP Wealth Advisors, LLC is seeking a Senior Vice President to lead and nurture key client relationships in the Founders Region from the Torrance office. You will coach Wealth Advisors, coordinate with Portfolio Management, and drive new business through referrals and marketing initiatives.
The role requires a CFP and at least 10 years in financial services relationship management, with strong communication and leadership abilities to ensure a seamless, compliant client experience.
#J-18808-LjbffrSenior VP Advisor: Wealth & Relationship Leader in torrance at Unknown Company
This position is listed as full time and onsite.