Vice President, Advisor

EP Wealth Advisors; San Luis Obispo (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Parental Leave

Volunteer Time Off

Flexible Work Schedule

Health, Dental, Vision Plans

Company 401k match

Mental Health services and Insurance

Disability Insurance

FSA/HSA

Educational Expense Reimbursement

Employee Charitable Donations

Referral Incentives

Team Building Activities

Job summary

EP Wealth Advisors seeks a Vice President to lead comprehensive wealth services for existing clients and support senior management in growth initiatives. You will build and sustain client relationships, partner with portfolio management and planning teams, and drive business development within the local network.

The role requires 5–10 years of related experience, a CFP certification, and strong communication skills in a collaborative environment.

Qualifications

• Undergraduate degree required, preferably in business-related major.
• Minimum 5–10 years of relationship management/sales experience in financial services.
• Certified Financial Planner (CFP) certification is required or clearly preferred.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills; collaborative and leadership capable.
• Ability to multi-task, work independently, and manage CRM and office suites.

Responsibilities

• Serve a designated number of high-net-worth clients with comprehensive wealth services.
• Generate business through referrals, COIs, internal marketing, and client referrals.
• Maintain and expand the assigned territory within the referral network.
• Monitor and report key business indicators to senior leadership; collaborate with portfolio management, operations, and financial planning teams.
• Document client interactions and workflows in the CRM; follow up on actions.
• Contribute to firm initiatives for business development and client retention; ensure compliance with policies.

Skills

Relationship management

Sales experience

Interpersonal skills

CRM proficiency

Microsoft Office

Education

Bachelor’s degree

Certified Financial Planner

Tools

CRM software (Salesforce)

Microsoft Office (Word, Excel, PowerPoint, Outlook)

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
• 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analysing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarise the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .