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Wealth Advisor — Relationship Growth & Planning
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-08-21
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. The Wealth Advisor role focuses on building long-term client relationships, understanding financial goals, and delivering tailored investment, retirement, and estate plans.
The position requires 2+ years in relationship management/sales within financial services, Series 65, and strong communication and teamwork skills; CFP certification is a plus.
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