Senior Financial Planner
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Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors is seeking a Financial Planning professional to engage with high-net-worth clients, partner with advisors to create customized financial plans, and guide implementation and progress tracking.
In this role you will support a collaborative planning team, mentor junior staff, and contribute to process improvements while upholding the firm’s standards and client service excellence.
We invite applications for the Senior Financial Planner — Flexible Schedule & Growth position located in Walnut Creek, CA, United States.
The Senior Financial Planner — Flexible Schedule & Growth position in the Finance field is open for applications.
We have an opening for a Senior Financial Planner — Flexible Schedule & Growth in Walnut Creek, CA, United States within Finance.
This role, Senior Financial Planner — Flexible Schedule & Growth at EP Wealth Advisors, LLC, could be your next opportunity.
Position Requirements
10+ Years work experience(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).
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