Private Wealth Advisor for High-Net-Worth Clients

EP Wealth Advisors, LLC; Redwood City (CA); Presencial; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Life Insurance

Disability Insurance

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Descripción de la vacante

EP Wealth Advisors, a wealth management firm serving high net worth clients in Redwood City, CA, seeks a Wealth Advisor to build long-term client relationships and develop tailored investment and financial planning solutions. You will collaborate with advisory, portfolio management, and planning teams to deliver comprehensive services.

The ideal candidate has an undergraduate degree, Series 65, and 2+ years in relationship management or financial services; CFP preferred.

Formación

• Undergraduate degree in business or related field.
• Series 65 or equivalent license required.
• Minimum 2 years relationship management/sales experience in financial services.
• CFP certification preferred.
• Basic knowledge of financial and investment concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative mindset.
• Independent working, self-directed with discretion.
• Ability to multi-task under pressure and meet deadlines.
• Proficiency in CRM software and MS Office.

Responsabilidades

• Work closely with branch team to provide service to a defined group of clients.
• Qualify leads and refer to appropriate advisor team.
• Coordinate with portfolio management, operations and financial planning for client meetings and workflow.
• Document client interactions and workflows in the CRM.
• Stay current with regulatory requirements and financial services developments.
• Adhere to company policies and ensure quality and compliance.
• Support business development and client retention objectives.

Conocimientos

Relationship management

Sales experience

CRM software

MS Office

Communication skills

Educación

Undergraduate degree

Series 65 or equivalent

CFP certification preferred

Herramientas

CRM systems

Microsoft Excel

Descripción del empleo

EP Wealth Advisors, a wealth management firm serving high net worth clients in Redwood City, CA, seeks a Wealth Advisor to build long-term client relationships and develop tailored investment and financial planning solutions. You will collaborate with advisory, portfolio management, and planning teams to deliver comprehensive services.

The ideal candidate has an undergraduate degree, Series 65, and 2+ years in relationship management or financial services; CFP preferred.