Vice President, Advisor (San Luis Obispo)

EP Wealth Advisors; San Luis Obispo, Seattle (CA, WA); Presencial; USD 150.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

11 Paid Holidays + 2 floating holidays

Unlimited PTO

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision plans

401k with company match

Life Insurance & Disability Insurance

FSAs and HSAs

Employee Education & Expense Reimburse

Descripción de la vacante

EP Wealth Advisors in San Luis Obispo, CA 93401 is seeking an experienced Wealth Advisor. The VP role provides leadership and develops client relationships, leveraging referrals, COIs, and internal campaigns to grow business.

The candidate will work with portfolio management, operations, and financial planning teams to deliver comprehensive services. Ideal candidates bring an undergraduate degree, 5–10 years in wealth management sales, CFP certification, and strong communication skills.

Formación

• Undergraduate degree required, preferably in business related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner (CFP) credential.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative work style.
• Ability to work independently, self-directed, and exercise discretion.
• Proficiency in CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsabilidades

• Serves a designated number of clients and maintains strong relationships.
• Generates business through referrals, marketing, COIs, and client referrals.
• Maintains and expands the geographic and referral network.
• Assesses and reports key indicators of business continuity and new business to leadership.
• Collaborates with portfolio management, operations, and financial planning teams.
• Documents client interactions and workflows in the CRM system.
• Supports firm initiatives for business development and client retention.
• Stays current with regulatory requirements and financial services developments.
• Mentors the professional development of wealth advisors.
• Ensures adherence to company policies and compliance.

Conocimientos

Relationship management

Sales experience

Communication

Interpersonal skills

Leadership

Independence

Educación

Undergraduate degree

Certified Financial Planner (CFP)

Herramientas

CRM software

Microsoft Office

Descripción del empleo

Job Details

Job Location: San Luis Obispo CA - San Luis Obispo, CA 93401

Position Type: Full Time

Salary Range: $150,000.00 - $200,000.00 Base+Commission/year

Job Category: Advisor

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM 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.

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.

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

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.