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Senior Wealth Advisor — Succession
Job in
Brunswick, Cumberland County, Maine, 04011, USA
Listed on 2026-09-02
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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