Senior Client Relationship Associate - Denver
EP Wealth Advisors
- Salary
- $60k - $90k
- Experience
- 4+ yrs
- Location
- Denver, Colorado, United States
- Job type
- Full-time
Required skills
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Tamarac Advisor View
- CRM
- eMoney
- Schwab
- Fidelity
About the role
Bachelor's degree preferred in business, finance, economics or relevant experience; 4-7+ years in investment advisory or financial services; strong communication, business judgment, organization, and Microsoft Office proficiency; CRM and custodian experience valuable.
About EP Wealth Advisors
Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
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