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Senior Client Relations Advisor - Wealth Management

Job in Northern, Floyd County, Kentucky, USA
Listing for: EP Wealth Advisors, LLC
Full Time position
Listed on 2026-08-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60500 - 90000 USD Yearly USD 60500.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Northern

EP Wealth Advisors, LLC in Seattle seeks a Senior Client Relationship Associate to partner with our wealth advisory, financial planning, and internal support teams, contributing to client satisfaction, retention, and growth. You will join a team focused on integrity, excellence and community.

The ideal candidate has a Bachelor’s degree and 4+ years in investment advisory or financial services, with strong communication and organizational skills, and the ability to multitask in a fast-paced

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Position Requirements
10+ Years work experience
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