Senior Wealth Advisor & Client Continuity Leader
Listed on 2026-11-04
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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.
Consider building your career as a Senior Wealth Advisor & Client Continuity Leader at EP Wealth Advisors.
We are currently recruiting a Senior Wealth Advisor & Client Continuity Leader for our team in Seattle, WA, United States.
This is an excellent role to take on the Senior Wealth Advisor & Client Continuity Leader role at EP Wealth Advisors.
As a Senior Wealth Advisor & Client Continuity Leader, you will play an important part at EP Wealth Advisors in Seattle, WA, United States.
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