EP Wealth Advisors is seeking a Vice President to provide comprehensive services to existing clients and reinforce management functions for Senior VP and Regional Director by establishing and maintaining lead flow from referrals, internal marketing campaigns and COIs. This role offers leadership to advisor teams and a path for growth within a collaborative wealth management environment.
The VP will oversee servicing a designated client base, expand business through referrals, and coordinate with
#J-18808-LjbffrVice President Advisor — Wealth Growth Leader in san diego at Unknown Company
This position is listed as full time and onsite.