About this role
Wealth Advisor at EP Wealth Advisors. Location: Vancouver, Washington, United States. Role: Serve clients, Qualify leads, Coordinate with advisory team Requirements: Undergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales with at least 1 year in financial services; pursuing CFP; basic financial/investment knowledge; strong communication and CRM/Microsoft Office skills. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Microsoft Office (Word, Excel, PowerPoint, Outlook) Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English