Senior Wealth Advisor & Client Continuity Leader
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
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.
We have an opening for a Senior Wealth Advisor & Client Continuity Leader in Kirkland, WA, United States within Sales.
As a Senior Wealth Advisor & Client Continuity Leader, you will play an important part at EP Wealth Advisors in Kirkland, WA, United States.
We invite applications for the Senior Wealth Advisor & Client Continuity Leader position located in Kirkland, WA, United States.
The following position is for a Senior Wealth Advisor & Client Continuity Leader with EP Wealth Advisors.
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