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Regional Wealth VP Client Continuity
Job in
Falmouth, Cumberland County, Maine, 04105, USA
Listed on 2026-09-03
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-09-03
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors in Falmouth, ME seeks an experienced Relationship Manager to serve a designated high-net-worth client base. This full-time role combines advisory service, business development and succession-transition work to strengthen client continuity.
You will collaborate with Senior VP and Regional Director to expand referrals, maintain territory, and coordinate with portfolio management and financial planning teams, while upholding fiduciary standards and client-first principles.
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