Private Wealth Advisor High-Net-Worth Clients
Listed on 2026-10-18
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
EP Wealth Advisors, a wealth management firm serving high net worth clients in Redwood City, CA, seeks a Wealth Advisor to build long-term client relationships and develop tailored investment and financial planning solutions. You will collaborate with advisory, portfolio management, and planning teams to deliver comprehensive services.
The ideal candidate has an undergraduate degree, Series 65, and 2+ years in relationship management or financial services; CFP preferred.
This role, Private Wealth Advisor for High-Net-Worth Clients at EP Wealth Advisors, LLC, could be your next move.
Our group is growing, and we are hiring a Private Wealth Advisor for High-Net-Worth Clients in Redwood City, CA, United States.
This role is for the Private Wealth Advisor for High-Net-Worth Clients role at EP Wealth Advisors, LLC.
We are seeking a motivated Private Wealth Advisor for High-Net-Worth Clients to join EP Wealth Advisors, LLC in Redwood City, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).