Vice President, Wealth Advisor & Growth Leader

EP Wealth Advisors; San Luis Obispo, Seattle (CA, WA); Sur place; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Qualifications

• 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).

Responsabilités

• 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.

Connaissances

Relationship management

Sales experience

Communication

Interpersonal skills

Leadership

Independence

Formation

Undergraduate degree

Certified Financial Planner (CFP)

Outils

CRM software

Microsoft Office

Description du poste

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.