VP Wealth Advisor & Growth Leader

EP Wealth Advisors; San Luis Obispo (CA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

EP Wealth Advisors, LLC seeks a Vice President to lead comprehensive wealth services for existing clients and collaborate with senior management on growth initiatives. You will build enduring client relationships and align portfolio management with planning teams to deliver holistic strategies.

The ideal candidate has 5–10 years of related experience and a CFP certification, with strong communication and leadership skills to thrive in a collaborative environment across offices in California.

Qualifications

• 5–10 years of related wealth management experience.
• CFP certification required.
• Strong communication and leadership skills.

Responsibilities

• Lead comprehensive wealth services for existing clients.
• Partner with portfolio management and planning teams to deliver holistic strategies.
• Drive business development within the local network.

Skills

Client relationship management

Communication

Business development

Team collaboration

Education

CFP certification

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.