VP Wealth Advisor & Growth Leader

EP Wealth Advisors; San Luis Obispo (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Parental Leave

Volunteer Time Off

Flexible Work Schedule

Health, Dental, Vision Plans

Company 401k match

Mental Health services and Insurance

Disability Insurance

FSA/HSA

Educational Expense Reimbursement

Employee Charitable Donations

Referral Incentives

Team Building Activities

Job summary

EP Wealth Advisors seeks a Vice President to lead comprehensive wealth services for existing clients and support senior management in growth initiatives. You will build and sustain client relationships, partner with portfolio management and planning teams, and drive business development within the local network.

The role requires 5–10 years of related experience, a CFP certification, and strong communication skills in a collaborative environment.

Qualifications

• Undergraduate degree required, preferably in business-related major.
• Minimum 5–10 years of relationship management/sales experience in financial services.
• Certified Financial Planner (CFP) certification is required or clearly preferred.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills; collaborative and leadership capable.
• Ability to multi-task, work independently, and manage CRM and office suites.

Responsibilities

• Serve a designated number of high-net-worth clients with comprehensive wealth services.
• Generate business through referrals, COIs, internal marketing, and client referrals.
• Maintain and expand the assigned territory within the referral network.
• Monitor and report key business indicators to senior leadership; collaborate with portfolio management, operations, and financial planning teams.
• Document client interactions and workflows in the CRM; follow up on actions.
• Contribute to firm initiatives for business development and client retention; ensure compliance with policies.

Skills

Relationship management

Sales experience

Interpersonal skills

CRM proficiency

Microsoft Office

Education

Bachelor’s degree

Certified Financial Planner

Tools

CRM software (Salesforce)

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

EP Wealth Advisors seeks a Vice President to lead comprehensive wealth services for existing clients and support senior management in growth initiatives. You will build and sustain client relationships, partner with portfolio management and planning teams, and drive business development within the local network.

The role requires 5–10 years of related experience, a CFP certification, and strong communication skills in a collaborative environment.