Regional Wealth VP | Growth & Client Continuity

EP Wealth Advisors; Falmouth (ME); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Paid Holidays

Unlimited PTO

Parental Leave

Flexible Schedule

Health/Dental/Vision

401k with match

Employee Assistance Program

Job summary

EP Wealth Advisors in Falmouth, ME seeks an experienced Relationship Manager to serve a designated high-net-worth client base. This full-time role combines advisory service, business development and succession-transition work to strengthen client continuity.

You will collaborate with Senior VP and Regional Director to expand referrals, maintain territory, and coordinate with portfolio management and financial planning teams, while upholding fiduciary standards and client-first principles.

Qualifications

• Undergraduate degree required, preferably in business related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner designation required.

Responsibilities

• Servicing a designated number of clients.
• Generating business through referrals, COIs, and client referrals.
• Maintain and expand assigned territory in referral network.
• Monitor and report key indicators of business continuity and new business to leadership.
• Collaborate with portfolio management, operations, and financial planning teams to support client relationships.
• Document client interactions and workflows in CRM.
• Support firm initiatives for business development and client retention.

Skills

Relationship management

Sales experience

Communication skills

CRM software

Microsoft Office

Leadership

Independent working

multitask

Education

Bachelor's degree

Certified Financial Planner

Tools

CRM software

MS Office

Job description

EP Wealth Advisors in Falmouth, ME seeks an experienced Relationship Manager to serve a designated high-net-worth client base. This full-time role combines advisory service, business development and succession-transition work to strengthen client continuity.

You will collaborate with Senior VP and Regional Director to expand referrals, maintain territory, and coordinate with portfolio management and financial planning teams, while upholding fiduciary standards and client-first principles.