Vice President, Advisor (Portsmouth)

EP Wealth Advisors; Portsmouth (NH); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

Unlimited PTO

Paid Volunteer Time

Flexible Work Schedule

Health, Dental and Vision Plans

401k Retirement Account with company match

Free Mental Health services

Employee Education Expense Reimbursement

Job summary

EP Wealth Advisors in Portsmouth, New Hampshire, is seeking a skilled Wealth Advisor with at least 5-10 years of experience in financial services. The role involves servicing clients, generating business, and collaborating with internal teams. Ideal candidates will have a strong educational background and certification as a Financial Planner. Competitive compensation between $150,000 and $200,000 annually, with numerous benefits including unlimited PTO, paid volunteer time, and subsidized health plans.

Qualifications

• Minimum 5-10 years of relationship management/sales experience within financial services.
• Demonstrated ability to work independently, organize tasks, and prioritize under pressure.
• Extensive understanding of financial, investment, and risk management concepts.

Responsibilities

• Responsible for servicing a designated number of clients.
• Maintain and expand assigned territory in referral network.
• Follow-up with clients and document interactions in a contact management system.

Skills

Relationship management

Sales experience

Financial knowledge

Communication skills

Interpersonal skills

Leadership capabilities

CRM software

Microsoft Office

Education

Undergraduate degree in business or related field

Certified Financial Planner

Job description

Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominantly 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.

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

Compensation

Compensation: $150,000 - $200,000 (base + commission/year)

What We Offer

• 11 Paid Holidays + 2 floating holidays
• Unlimited PTO
• Paid Volunteer Time
• Paid Parental Leave
• 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.