Vice President

EP Wealth Advisors, LLC; Atlanta (GA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Highly subsidized Health, Dental, and 

401k Retirement Account with company

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health 

Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimbur*

Job summary

EP Wealth Advisors, LLC in Atlanta is seeking a Vice President to provide comprehensive services to existing clients and support senior leadership by strengthening lead flow from referrals, internal marketing, and COIs.

You will manage a designated client base, work with portfolio management, operations and financial planning, and contribute to business development and client retention while ensuring compliance and professional development for wealth advisors.

Qualifications

• Bachelor's degree required, business preferred.
• 5–10+ years in relationship management/sales in financial services.
• CFP certification required.
• Strong knowledge of financial concepts and investment risk.
• Excellent written and verbal communication.
• Demonstrated leadership and collaboration.
• Independent, self-directed, and discreet.

Responsibilities

• Serve a designated client base and maintain relationships.
• Generate business via referrals, COIs, and campaigns.
• Expand territory within referral networks.
• Monitor key business indicators and report to leadership.
• Collaborate with portfolio management, operations, and financial planning.
• Document client interactions and workflows in CRM.
• Support firm initiatives for development and client retention.
• Stay updated on regulatory, financial services topics.
• Assist Senior VP and Regional Director with advisor development.
• Ensure policy compliance and high-quality work.
• Perform related tasks to meet business objectives.

Skills

Relationship management

Sales experience

Excellent communication

Leadership

Multi-tasking under pressure

Discretion / self-directed

CRM software

Microsoft Office

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

CRM software

Microsoft Office

Job description

Summary

The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams.

Duties and Responsibilities

• Responsible for servicing a designated number of clients
• Responsible for 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
• Work with internal team members including portfolio management, operations and financial planning to further the client relationship
• Follow-up with clients, document client interactions and client related workflows in contact management system
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
• Assist Senior VP and Regional Director with the professional development of wealth advisors
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives

Qualifications

• Undergraduate degree required, preferably in business related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Certified Financial Planner
• 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
• Demonstrated leadership capabilities
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

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
• PTO
• 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

$150,000 - $200,000 a year

Base + commissions