About this role
Vice President, Advisor (Boston) at EP Wealth Advisors. Location: Norwood or Newburyport or Portsmouth. Role: serving clients, generating business, maintaining territory Requirements: Undergraduate degree required; 5-10 years relationship management/sales in financial services; Certified Financial Planner; strong communication; leadership ability; CRM/Microsoft Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: CRM software, Microsoft Office Certifications: certified financial planner Commitment: Full Time Workplace: Onsite Languages: English