VP Advisor, Wealth Management: Client Relationships

EP Wealth Advisors (EPWA) is a wealth management advisory firm seeking a Vice President to provide comprehensive services to existing clients and support management functions with the Senior VP and Regional Director. The role emphasizes leadership, client relationship management, and business development through referrals and COIs.

Responsibilities include servicing clients, expanding territory, collaborating with portfolio management and planning teams, and ensuring compliance with firm

Our organisation is growing, and we are hiring a VP Advisor, Wealth Management:
Grow Client Relationships in Northville, MI, United States.

Consider building your career as a VP Advisor, Wealth Management:
Grow Client Relationships at EP Wealth Advisors, LLC.

The VP Advisor, Wealth Management:
Grow Client Relationships position in the Sales field is open for applications.

We have an opening for a VP Advisor, Wealth Management:
Grow Client Relationships in Northville, MI, United States within Sales.