Senior Wealth Advisor & Client Continuity Leader
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
Step into the Senior Wealth Advisor & Client Continuity Leader role at EP Wealth Advisors in Seattle, WA, United States and grow with us.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor & Client Continuity Leader role in the description above.
We appreciate your interest in this position.
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