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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Wealth Advisor provides comprehensive service to existing clients and assists in developing new business through inbound leads at a wealth management advisory firm. This role involves collaborating with a client-focused team to deliver on core values while managing client relationships and workflows. The position requires a strong background in relationship management and financial services to support business development and client retention objectives.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.