Senior Wealth Advisor & Client Continuity Leader

EP Wealth Advisors; Kirkland, Seattle (WA, WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays

Unlimited PTO

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Life Insurance

Disability Insurance

Educational Expense Reimbursement

Employee Charitable Donations

Job summary

EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning with senior advisors.

The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts.

Qualifications

• Undergraduate degree required, preferably in business related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner credential is preferred.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with the ability to work well in a collaborative environment.

Responsibilities

• Servicing a designated number of clients.
• Generating business through referral networks, marketing initiatives, COI's and client referrals.
• Maintain and expand assigned territory in referral network.
• Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director.
• Collaborate with portfolio management, operations and financial planning teams to support client relationships.
• Document client interactions and related workflows in the CRM system.
• Support business development and client retention initiatives.
• Stay current with regulatory, financial services, and related requirements.

Skills

Relationship management

Sales experience

Communication skills

Interpersonal skills

Leadership

Multi-tasking

Self-direction

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning with senior advisors.

The candidate will have 5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts.