About this role
Wealth Advisor (Los Angeles) at EP Wealth Advisors. Location: Los Angeles, California, United States. Role: serve clients, qualify leads, coordinate team Requirements: Undergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing CFP preferred; CRM and MS Office proficiency; strong communication and collaboration. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Microsoft Office Certifications: series 65 or Commitment: Full Time Workplace: Onsite Languages: English