Vice President, Wealth Advisory & Growth

ep wealth advisors; Vancouver (WA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

401k Retirement Plan with companymatch

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors is seeking a Vice President to provide comprehensive services to existing clients and support senior leadership by expanding lead flow through referrals and campaigns.

The role involves managing a defined client base, developing business with referral networks and COIs, mentoring advisors, staying current with regulatory and financial concepts, and collaborating with portfolio management and operations.

Qualifications

• Undergraduate degree required
• Minimum 5-10 years of relationship management/sales experience within financial services
• Excellent written and verbal communication skills
• Demonstrated leadership capabilities
• Ability to work independently and manage multiple tasks under pressure

Responsibilities

• Provide comprehensive services to existing clients and support Senior VP and Regional Director
• Generate business through referrals, COIs, and client referrals
• Maintain and expand assigned territory within referral network
• Monitor key indicators of business continuity and new business to leadership
• Document client interactions in CRM and coordinate with portfolio management and financial planning teams
• Assist with professional development of wealth advisors and ensure compliance with policies

Job description

EP Wealth Advisors is seeking a Vice President to provide comprehensive services to existing clients and support senior leadership by expanding lead flow through referrals and campaigns.

The role involves managing a defined client base, developing business with referral networks and COIs, mentoring advisors, staying current with regulatory and financial concepts, and collaborating with portfolio management and operations.