VP Advisor, Wealth Management: Grow Client Relationships

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

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Subsidized Health/Dental/Vision Plans

401k with company match

Job summary

EP Wealth Advisors (EPWA) is a wealth management advisory firm seeking a Vice President to provide comprehensive services to existing clients and support management functions with the Senior VP and Regional Director. The role emphasizes leadership, client relationship management, and business development through referrals and COIs.

Responsibilities include servicing clients, expanding territory, collaborating with portfolio management and planning teams, and ensuring compliance with firm

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

• 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

Skills

Leadership

Interpersonal skills

Communication

Organization

Independence

Education

Undergraduate degree (business preferred)

Certified Financial Planner

Tools

CRM software

Microsoft Office (Word/Excel/PowerPoint/Outlook)

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm seeking a Vice President to provide comprehensive services to existing clients and support management functions with the Senior VP and Regional Director. The role emphasizes leadership, client relationship management, and business development through referrals and COIs.

Responsibilities include servicing clients, expanding territory, collaborating with portfolio management and planning teams, and ensuring compliance with firm