Ep Wealth Advisors-posted about 1 year ago
$85,000 - $120,000/Yr
Full-time • Mid Level
Torrance, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Wealth Advisor at EP Wealth Advisors, LLC is responsible for providing comprehensive service to a defined group of existing clients while also assisting in the development of new business through inbound generated leads. This role involves collaboration with a team of professionals focused on delivering high-quality financial services to high net worth individuals, ensuring adherence to company values such as Integrity, Entrepreneurship, Inclusion, and Connection.
