EP WEALTH ADVISORS ADMIN LLC jobs in California
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OFFICE SERVICES ASSOCIATE
Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar Partner directly with client relationship support, wealth a...
| Company | Ep Wealth Advisors Admin Llc |
|---|---|
| Address | Redwood City, CA |
| Category | Sales/marketing |
| Salary | $24 - $26 an hour |
| Job type | Full-time |
| Date Posted | 2 weeks ago See detail |
Office Services Associate
Ep Wealth Advisors Admin Llc
Redwood City, CA
$24 - $26 an hour
Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar Partner directly with client relationship support, wealth a...
2 weeks ago seen See more...
FP&A Analyst
Ep Wealth Advisors Admin Llc
Torrance, CA
Lead the forecasting process by harnessing historical data, market trends, and business insights to develop accurate financial forecasts. Collaborate closely with stakeholders to refine assumptions and improve forecast accuracy. C...
a month ago seen See more...
Senior Estate Planner
Ep Wealth Advisors Admin Llc
Los Angeles, CA
Provide guidance to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning, and assist in the preparation of estate review presentations. Participate in internal strategy d...
a month ago seen See more...
Mergers and Acquisitions Associate
Ep Wealth Advisors Admin Llc
Torrance, CA
$80,000 - $90,000 a year
Identifying and sourcing new acquisition targets for EPWA. Manage outreach to RIA firms across multiple geographies. Creating sales funnels and pipelines and building relationships with prospective targets Planning and coordinatin...
a month ago seen See more...
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