EP Wealth Advisors is looking for a Senior Advisor based in Venice, Florida. This role includes articulating fiduciary value propositions to clients, owning the regional sales strategy, and managing relationships with high-net-worth clients.
The ideal candidate should have over 7 years in business development within wealth management, strong communication skills, and the ability to work independently. EP Wealth offers a range of benefits including unlimited PTO, health plans, and a 401k retirement account.
#J-18808-Ljbffr