Senior Wealth Management Advisor
4 weeks ago
EP Wealth Advisors, LLC is seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team. As a key member of our advisory team, you will be responsible for providing comprehensive services to our clients, including financial planning, investment management, and wealth management. You will work closely with our clients to understand their financial goals and objectives, and develop personalized strategies to help them achieve their goals.
Key Responsibilities:
- Provide financial planning and investment management services to clients
- Develop and implement personalized financial plans for clients
- Manage client relationships and communicate regularly with clients
- Collaborate with internal teams to provide comprehensive services to clients
- Stay up-to-date with industry trends and developments to provide expert advice to clients
Requirements:
- Minimum 5-10 years of experience in financial planning and wealth management
- Strong knowledge of financial planning and investment management concepts
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Reliable, organized, and goal-oriented
What We Offer:
- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan with company match
- Flexible work schedule and remote work options
- Opportunities for professional development and growth
EP Wealth Advisors, LLC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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