Dynamic Wealth Advisor — Client Growth & Strategy

EP Wealth Advisors; Los Angeles (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health, Dental, Vision plans

401k with company match

Paid Holidays

Parental Leave

PTO

Flexible Schedule

Employee Education

Job summary

EP Wealth Advisors in Los Angeles is seeking a client relationship professional to support the advisor team, qualify leads, and coordinate client meetings. You will document interactions, monitor workflows, and ensure compliance while contributing to business development and client retention.

Required: undergraduate degree, Series 65 or equivalent, 2+ years in relationship management or sales within financial services; CFP certification preferred.

Qualifications

• Bachelor’s degree or equivalent required.
• Series 65 or equivalent required.
• Minimum 2 years of relationship management/sales experience with at least 1 year in financial services.
• CFP certification preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Work closely with branch team to provide service to a defined group of clients.
• Support internal marketing efforts by qualifying leads and referring to appropriate advisor team.
• Liaise with advisory team and internal members for meeting preparation and client workflow monitoring.
• Document client interactions and client-related workflows in the contact management system.
• Stay current with regulatory requirements and financial services information.
• Adhere to company policies and support business development and client retention objectives.

Skills

Relationship management

Sales experience

Excellent communication

Team collaboration

Self-directed

Education

Undergraduate degree

Series 65

CFP certification preferred

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors in Los Angeles is seeking a client relationship professional to support the advisor team, qualify leads, and coordinate client meetings. You will document interactions, monitor workflows, and ensure compliance while contributing to business development and client retention.

Required: undergraduate degree, Series 65 or equivalent, 2+ years in relationship management or sales within financial services; CFP certification preferred.