EP Wealth Advisors

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Los Angeles

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2 Months AgoSaved
In-Office
98033, Kirkland, WA, USA
Fintech
Provide comprehensive wealth-advisory services to high-net-worth clients, generate new business through referrals and marketing, support advisor team development, collaborate with portfolio management and operations, maintain client records in CRM, ensure compliance, and assist senior leadership with business continuity and retention initiatives.