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Senior Wealth Advisor & Client Continuity Leader
Job in
Kirkland, King County, Washington, 98034, 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 Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning with senior advisors.
The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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