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