Senior VP Advisor: Wealth & Relationship Leader

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, 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.