Senior Wealth Advisor — Succession Growth Opportunity

EP Wealth Advisors; Brunswick (ME); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Holidays + 2 floating holidays

Unlimited PTO

401k with company match

Flexible Work Schedule

Health, Dental, Vision plans

Life Insurance and Disability

Volunteer Time Off

Employee Educational Expense Reimb.

Employee Assistance Program

Job summary

EP Wealth Advisors in Brunswick, ME, seeks an experienced advisor to join a succession-focused regional practice. You will help steward client relationships, ensure continuity, and contribute to the firm's growth within a fiduciary framework.

Collaborate with the Senior VP and Regional Director to grow via referrals, COIs, and business development, while delivering thoughtful financial planning and investment guidance to high-net-worth clients.

Qualifications

• Undergraduate degree required, preferably in business.
• Minimum 5-10 years of relationship management/sales in financial services.
• Certified Financial Planner (CFP) designation.
• Extensive knowledge of financial, investment and risk concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal and leadership capabilities.
• Ability to work independently and multi-task under pressure.
• Proficient with CRM software and Microsoft Office.

Responsibilities

• Servicing a designated number of clients and maintaining relationships.
• Generate business through referrals, COIs, and client referrals.
• Maintain and expand the assigned referral network territory.
• Assess and report key business indicators to leadership.
• Collaborate with portfolio management, operations, and financial planning teams.
• Document client interactions and workflows in CRM.
• Participate in initiatives for client retention and business development.
• Stay current with regulatory and financial services information.

Skills

Relationship management

Sales experience

CRM software

Microsoft Office

Written and verbal communication

Leadership

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

Microsoft Excel

PowerPoint

Outlook

Job description

EP Wealth Advisors in Brunswick, ME, seeks an experienced advisor to join a succession-focused regional practice. You will help steward client relationships, ensure continuity, and contribute to the firm's growth within a fiduciary framework.

Collaborate with the Senior VP and Regional Director to grow via referrals, COIs, and business development, while delivering thoughtful financial planning and investment guidance to high-net-worth clients.