EP Wealth Advisors in Brunswick, ME, seeks an experienced advisor to join a succession-focused regional practice. You will help steward client relationships, ensure continuity, and contribute to the firm's growth within a fiduciary framework.
Collaborate with the Senior VP and Regional Director to grow via referrals, COIs, and business development, while delivering thoughtful financial planning and investment guidance to high-net-worth clients.
#J-18808-LjbffrSenior Wealth Advisor — Succession Growth Opportunity in brunswick at Unknown Company
This position is listed as full time and onsite.