Vice President, Advisor

EP Wealth Advisors, LLC; Kirkland (WA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Paid Holidays

PTO

Parental Leave

Volunteer Time

Flexible Schedule

Health, Dental, Vision Plans

401k Retirement Account with company 7

Mental Health services

Life Insurance

Disability Insurance

HSA/FSA

Educational Support

Educational Expense Reimbursement

Employee Charitable Donations

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors, LLC is seeking a Vice President to provide comprehensive services to existing clients and reinforce management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COIs. This role also offers leadership and development support to advisor teams.

You will work with internal teams including portfolio management, operations and financial planning to further client

Qualifications

• 5-10 years of relationship management/sales experience within financial services.
• Undergraduate degree required, preferably in business related major.
• 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 within a collaborative environment.
• Reliable, organized and goal-oriented; able to work independently with discretion.
• CRM software and MS Office familiarity.

Responsibilities

• Serve a designated number of clients.
• Generate business through referrals, COIs, and client referrals.
• Maintain and expand the assigned referral network.
• Monitor and report key business indicators to Senior VP/Regional Director; coordinate with portfolio management, operations, and financial planning to advance client relationships.
• Follow up with clients and document interactions in the CRM.
• Participate in initiatives for service development, client retention, and firm growth.
• Stay current with regulatory requirements and industry developments.
• Support Senior VP and Regional Director in the development of wealth advisors.
• Adhere to company policies and perform tasks to ensure quality and compliance.

Skills

Relationship management

Communication

Interpersonal skills

Leadership

Independent work

Discretion

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

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=)li>
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.