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