EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning with senior advisors.
The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts.
#J-18808-LjbffrSenior Wealth Advisor & Client Continuity Leader in seattle at Unknown Company
This position is listed as full time and onsite.