Wealth Advisor
EP Wealth Advisors
- Salary
- $60k - $120k
- Experience
- 2+ yrs
- Location
- Berkeley, California, United States
- Job type
- Full-time
Required skills
- CRM
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
About the role
Undergraduate degree, Series 65 or equivalent, 2+ years relationship management or sales experience including 1+ year in financial services, CRM and Microsoft Office proficiency.
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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