Senior VP, Client Development – Wealth Growth

EP Wealth Advisors; Venice (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

11 Paid Holidays + 2 floating holidays

Flexible Work Schedule

401k Retirement Account with company match

Highly subsidized Health, Dental, and Vision Plans

Job summary

EP Wealth Advisors is looking for a Senior Advisor based in Venice, Florida. This role includes articulating fiduciary value propositions to clients, owning the regional sales strategy, and managing relationships with high-net-worth clients.

The ideal candidate should have over 7 years in business development within wealth management, strong communication skills, and the ability to work independently. EP Wealth offers a range of benefits including unlimited PTO, health plans, and a 401k retirement account.

Qualifications

• 7+ years of business development, sales, or relationship management experience.
• Self-motivated and comfortable working independently.
• Exceptional executive presence and communication skills.

Responsibilities

• Articulate EP Wealth’s fiduciary value proposition to clients.
• Own and execute regional sales strategy.
• Identify and close business opportunities with HNW/UHNW clients.

Skills

Business development skills

Sales expertise

Relationship management

Financial acumen

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Series 65 or 66 (required or willing to obtain)

Job description

EP Wealth Advisors is looking for a Senior Advisor based in Venice, Florida. This role includes articulating fiduciary value propositions to clients, owning the regional sales strategy, and managing relationships with high-net-worth clients.

The ideal candidate should have over 7 years in business development within wealth management, strong communication skills, and the ability to work independently. EP Wealth offers a range of benefits including unlimited PTO, health plans, and a 401k retirement account.