Vice President, Wealth Advisory & Team Growth

EP Wealth Advisors, LLC; Kirkland (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays

PTO

Parental Leave

Volunteer Time Off

Flexible Schedule

Health Benefits

401k with company match

Life Insurance

Disability Insurance

FSA/HSA

Job summary

EP Wealth Advisors, LLC is seeking a senior-level professional to provide comprehensive service to existing clients and support leadership within the region. The role reinforces management functions of the Senior VP by generating lead flow through referrals, internal marketing, and COIs while developing advisor teams.

The position emphasizes leadership, client relationship expansion, and collaboration with portfolio management, operations, and financial planning to maintain growth and client

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.

Responsibilities

• Servicing a designated number of clients.
• Generating business through referral networks, marketing initiatives, COIs, 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.
• Collaborate with portfolio management, operations, and financial planning to advance client relationships.
• Follow-up with clients and document interactions and workflows in the CRM.
• Participate in firm initiatives for business development and client retention.
• Stay current with regulatory, financial services and related duties.
• Assist Senior VP and Regional Director with development of wealth advisors.
• Adhere to company policies and ensure quality and compliance.
• Perform other related tasks to achieve business development goals.

Skills

Relationship management

Sales experience

CRM experience

Communication skills

Leadership

Independent worker

Multi-tasking

MS Office

Education

Certified Financial Planner

Bachelor’s degree

Tools

CRM software

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

EP Wealth Advisors, LLC is seeking a senior-level professional to provide comprehensive service to existing clients and support leadership within the region. The role reinforces management functions of the Senior VP by generating lead flow through referrals, internal marketing, and COIs while developing advisor teams.

The position emphasizes leadership, client relationship expansion, and collaboration with portfolio management, operations, and financial planning to maintain growth and client