About this role
Wealth Advisor (Torrance) at EP Wealth Advisors. Location: Torrance, California, United States. Role: Serve clients, Qualify leads, Coordinate teams Requirements: Undergrad degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial services; CFP pursuit preferred; basic financial concepts; strong communication; CRM and MS Office; ability to multi-task under pressure. Category: Finance and Accounting Seniority: Mid Level Tools: CRM software, Microsoft Office Certifications: series 65 or Commitment: Full Time Workplace: Onsite Languages: English