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Associate Wealth Advisor: into Lead Advisor

Job in Brunswick, Cumberland County, Maine, 04011, USA
Listing for: EP Wealth Advisors
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Associate Wealth Advisor: Grow into Lead Advisor

EP Wealth Advisors is looking for an Associate Wealth Advisor in Brunswick, ME, to manage emerging wealth client relationships and support business development. This role serves as a launch pad towards a full Wealth Advisor position, requiring 3-5 years of client-facing experience and strong financial planning skills.

The ideal candidate will possess an undergraduate degree (preferably in finance or economics) and have passed the CFP exams, showing a dedication to career growth within a supportive team environment.

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Position Requirements
10+ Years work experience
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