Wealth Advisor - High-Net-Worth Client Partner

You will collaborate with a team of professionals across advisory, portfolio management and operations to prepare client meetings and monitor ongoing service workflows, ensuring regulatory compliance and high-quality client outcomes.#J-18808-Ljbffr. EP Wealth Advisors, Inc. in Walnut Creek, CA is seeking a Wealth Advisor to provide comprehensive service to an assigned client group and to help develop new business from inbound leads.