VP, Wealth Advisor & Growth Leader

ep wealth advisors; Kirkland (WA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Parental leave

Volunteer time off

Flexible schedule

Health, dental, and vision plans

401k with company match

Life insurance & disability

Flexible spending accounts

Educational reimbursement

Employee assistance program

Job summary

EP Wealth Advisors (EPWA) seeks a Vice President to provide comprehensive services for existing clients and reinforce regional leadership. The VP will manage client relationships, develop business through referrals and COIs, and coordinate with portfolio management and financial planning teams to ensure high-quality service.

The role requires an undergraduate degree (business preferred) and CFP credentials or extensive CFP pathway.

Qualifications

• Undergraduate degree in business or related field is required
• Certified Financial Planner (CFP) certification is preferred
• Strong written and verbal communication abilities
• Extensive knowledge of financial, investment, and risk management concepts
• Demonstrated leadership and ability to work collaboratively

Responsibilities

• Serve a designated number of clients and deepen relationships
• Generate business through referrals, marketing, and COIs
• Maintain and expand the assigned referral network and territory
• Monitor key performance indicators and coordinate with portfolio management and planning teams
• Document client interactions and workflows in the CRM system
• Support development of wealth advisors and adhere to firm policies

Skills

Relationship management

Sales experience

Leadership

Communication skills

Independent work

Multi-tasking

Education

Undergraduate degree (business preferred)

Certified Financial Planner (CFP)

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors (EPWA) seeks a Vice President to provide comprehensive services for existing clients and reinforce regional leadership. The VP will manage client relationships, develop business through referrals and COIs, and coordinate with portfolio management and financial planning teams to ensure high-quality service.

The role requires an undergraduate degree (business preferred) and CFP credentials or extensive CFP pathway.