Wealth Advisor | Hybrid Schedule & High-Net-Worth Impact
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-03
Listing for:
EP Wealth Advisors, Inc
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
EP Wealth Advisors, Inc. seeks a Wealth Advisor to deliver comprehensive service to an assigned client group and help generate new business through inbound leads.
You will collaborate with portfolio management, operations, and financial planning teams to prepare client meetings and monitor workflows. The role requires an undergraduate degree, Series 65, and 2+ years of relationship management in financial services.
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