Senior Vice President, Advisor

EP Wealth Advisors, LLC; Torrance (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Paid holidays

Floating holidays

Parental leave

Volunteer time

Flexible schedule

Health plan

Dental plan

Vision plan

401k match

Mental health services

Life insurance

Disability insurance

HSA/FSA

Educational reimbursement

Charitable donations

Referral incentives

Team building

Employee assistance program

Job summary

EP Wealth Advisors, LLC is seeking a Senior Vice President to lead and nurture key client relationships in the Founders Region from the Torrance office. You will coach Wealth Advisors, coordinate with Portfolio Management, and drive new business through referrals and marketing initiatives.

The role requires a CFP and at least 10 years in financial services relationship management, with strong communication and leadership abilities to ensure a seamless, compliant client experience.

Qualifications

• Minimum 10 years of relationship management/sales experience in financial services.
• CFP certification required.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative mindset.
• Reliable, organized and goal-oriented with leadership experience.
• Ability to work independently and multi-task under deadline.

Responsibilities

• Serve an established group of high-net-worth clients in the Founders Region.
• Generate business through referrals, COIs, and client referrals.
• Coach Wealth Advisors on the Founders team and delegate client assignments.
• Collaborate with Portfolio Management, Operations, and Financial Planning to grow relationships.
• Document client interactions and workflows in the CRM system.
• Participate in firm initiatives and client retention activities.
• Stay current with regulatory requirements and financial services developments.
• Adhere to policies and maintain quality and compliance.
• Perform additional tasks to meet business development goals.

Skills

Relationship management

Communication

Leadership

CRM software

Time management

Education

Undergraduate degree (business-related)

CFP certification

Tools

Microsoft Office

Excel

PowerPoint

Outlook

CRM software

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Senior Vice President will join EP Wealth Advisors’ Founders Region in a unique opportunity to work closely with the firm’s co-founders and support some of the region’s most significant and longstanding client relationships. The role offers the opportunity to serve clients within an established $2.3 billion AUM practice while helping provide continuity and an exceptional client experience as key relationships transition over time.

In addition to serving clients, the Senior Vice President will provide coaching and development support to Wealth Advisors on the Founders team, helping strengthen the team and support continuity across key client relationships.

Responsibilities

• Responsible for servicing an established group of high-net-worth and ultra-high-net-worth client relationships within the Founders Region.
• Responsible for generating business through referral networks, marketing initiatives, COIs, and client referrals.
• Provide coaching and development support to Wealth Advisors on the Founders team, including engaging them in new business activity, delegating responsibilities, and assigning clients as appropriate.
• Work with internal team members, including Portfolio Management, Operations, and Financial Planning, to further client relationships.
• Follow up with clients and document client interactions and client-related workflows in the contact management system.
• Participate in firm initiatives and marketing events, building firm relationships and supporting business development and client retention activities.
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions relevant to duties.
• Adhere to all company policies and procedures and perform business functions with a focus on consistency, quality, and compliance.
• Perform additional functions, duties, and specific tasks of a similar nature and scope as necessary to achieve the firm’s business development and client retention objectives.

Qualifications

• Undergraduate degree required, preferably in a business-related major.
• Minimum 10 years of relationship management/sales experience within financial services.
• Certified Financial Planner (CFP®) required.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment.
• Reliable, organized, and goal-oriented.
• Proven leadership capabilities and previous supervisory experience specific to the industry.
• Ability to work independently, be self-directed, and exercise discretion without immediate supervision at all times.
• Ability to multitask under pressure and prioritize workflow and assignments in a deadline-oriented environment.
• Demonstrated knowledge of CRM software and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to work from the Torrance, California office.

$150,000 - $250,000 a year

Base + commissions

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 Floating Holidays
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.