About this role
Wealth Advisor at EP Wealth Advisors. Location: Walnut Creek, California, United States. Role: manage clients, develop leads, coordinate workflows Requirements: Undergraduate degree; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing CFP preferred; strong CRM and MS Office knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Microsoft Office Certifications: series 65, cfp () Commitment: Full Time Workplace: Onsite Languages: English