VP, Wealth Advisory & Client Growth

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

Benefits offered by this job

11 Paid Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental and Vision plans

401k with company match

Life Insurance and Disability

Job summary

EP Wealth Advisors (EPWA) seeks a Vice President to service a designated client base and lead business development through referrals and internal campaigns. You will reinforce management with Senior VP and Regional Director, while mentoring advisor teams.

Responsibilities include expanding the referral network, coordinating with portfolio management and planning teams, and ensuring compliance across workflows. Leadership and client relationship excellence are essential.

Qualifications

• Undergraduate degree required, preferably in business.
• Certified Financial Planner designation is required or preferred.
• Minimum 5–10 years of relationship management/sales experience in financial services.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills and collaborative work style.
• Reliable, organized and goal-oriented with leadership capabilities.
• Ability to work independently and multi-task under pressure.

Responsibilities

• Serve a designated group of clients and expand the client base.
• Generate business through referrals, marketing, and client networks.
• Maintain and grow territory within referral networks.
• Monitor and report key business metrics to leadership.
• Collaborate with portfolio management, operations and planning teams.
• Document client interactions and related workflows in the CRM.
• Support business development and client retention initiatives.
• Stay current with regulatory, financial services and related topics.

Skills

Relationship management

Sales experience

Communication skills

Interpersonal skills

Leadership

Self-directed

CRM software

Microsoft Office

Education

Undergraduate degree (business preferred)

Certified Financial Planner

Tools

CRM software

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

EP Wealth Advisors (EPWA) seeks a Vice President to service a designated client base and lead business development through referrals and internal campaigns. You will reinforce management with Senior VP and Regional Director, while mentoring advisor teams.

Responsibilities include expanding the referral network, coordinating with portfolio management and planning teams, and ensuring compliance across workflows. Leadership and client relationship excellence are essential.