About this role
Vice President, Advisor (Newburyport) at EP Wealth Advisors. Location: Newburyport, Massachusetts, United States. Role: serve clients, generate referrals, maintain territory Requirements: Undergraduate degree in business; 5-10 years relationship management/sales in financial services; Certified Financial Planner; strong communication; CRM/Microsoft Office proficiency; leadership and independence. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Microsoft Office (Word, Excel, PowerPoint, Outlook) Certifications: certified financial planner Commitment: Full Time Workplace: Onsite Languages: English