VP Wealth Advisor - Lead & Grow Clients (Flexible)

EP Wealth Advisors, LLC; Kirkland (WA); 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

Health, Dental & Vision Plans

401k with company match

Life Insurance & Disability Insurance

Job summary

EP Wealth Advisors, LLC seeks a seasoned Vice President to deliver comprehensive services to high-net-worth clients and reinforce leadership for advisor teams. You will drive lead flow through referrals, COIs, and internal campaigns while collaborating with portfolio management and planning teams.

The role requires a CFP certification, an undergraduate business degree, and 5–10 years in financial services relationship management or sales. Base + commissions; $150k–$200k/year.

Qualifications

• Undergraduate degree required, preferably in business related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner (CFP) designation is required.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative work style.
• Ability to work independently with discretion and multi-task under pressure.
• Familiarity with CRM software and Microsoft Office suite.

Responsibilities

• Servicing a designated number of clients and maintaining relationships.
• Generate business through referrals, COIs, client referrals and marketing initiatives.
• Maintain and expand the assigned territory within the referral network.
• Monitor key indicators and report to Senior VP/Regional Director.
• Collaborate with portfolio management, operations, and financial planning teams.
• Document client interactions and workflows in the CRM system.
• Support business development and client retention initiatives.
• Stay informed on regulatory requirements and financial services.
• Assist Senior VP/Regional Director with advisor development.
• Adhere to company policies and ensure high-quality, compliant work.

Skills

Relationship management

Sales experience

Interpersonal skills

Leadership

CRM familiarity

Education

Bachelor's degree in business-related field

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors, LLC seeks a seasoned Vice President to deliver comprehensive services to high-net-worth clients and reinforce leadership for advisor teams. You will drive lead flow through referrals, COIs, and internal campaigns while collaborating with portfolio management and planning teams.

The role requires a CFP certification, an undergraduate business degree, and 5–10 years in financial services relationship management or sales. Base + commissions; $150k–$200k/year.