Vice President, Wealth Advisory & Growth

EP Wealth Advisors, LLC; San Luis Obispo (CA); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

11 Paid Holidays

PTO

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors, LLC is seeking a Vice President to provide comprehensive services to existing clients and reinforce senior leadership in regional growth. The role focuses on maintaining lead flow from referrals and internal campaigns, while supporting advisor teams.

Qualified candidates have 5–10 years of relationship management in financial services, CFP designation, and strong communication and leadership skills for client retention and business development.

Qualifications

• Undergraduate degree required. Prefer business-related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner (CFP) designation.
• Extensive knowledge of financial, investment, and risk management concepts.

Responsibilities

• Servicing a designated number of clients.
• Generating business through referrals, COI's, and client referrals.
• Maintain and expand assigned territory in referral network.
• Collaborate with portfolio management, operations and financial planning to support client relationships.
• Document client interactions and workflows in CRM.

Skills

Relationship management

Sales experience

Leadership

Communication skills

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors, LLC is seeking a Vice President to provide comprehensive services to existing clients and reinforce senior leadership in regional growth. The role focuses on maintaining lead flow from referrals and internal campaigns, while supporting advisor teams.

Qualified candidates have 5–10 years of relationship management in financial services, CFP designation, and strong communication and leadership skills for client retention and business development.