Vice President, Advisor (San Diego)

EP Wealth Advisors; San Diego (CA); 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

Highly subsidized Health, Dental, and Vision Plans

401k Retirement Account with company match

Job summary

EP Wealth Advisors in San Diego, CA is hiring a Vice President to provide comprehensive services to high net worth clients. The role includes client management, business generation, and leading advisor teams focused on core values such as Integrity and Entrepreneurial spirit.

The ideal candidate will have 5-10 years of experience in financial services, strong leadership abilities, and a Certified Financial Planner designation. The position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner certification required.
• Extensive knowledge of financial, investment, and risk management concepts.
• Ability to work independently and exercise discretion.

Responsibilities

• Responsible for servicing a designated number of clients.
• Generate business through referral networks and marketing initiatives.
• Work with internal team members to further client relationships.
• Participate in firm initiatives for business development and client retention.

Skills

Relationship management

Sales experience

Financial knowledge

Leadership skills

Communication skills

Education

Undergraduate degree in business

Tools

CRM software

Microsoft Office

Job description

Overview

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

Position

Our San Diego, CA location is hiring for a Vice President. 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. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

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

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

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
• 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.