VP, Wealth Advisory & Client Growth

EP Wealth Advisors; Vancouver (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

Unlimited PTO

Paid Parental Leave

Flexible Work Schedule

401k with company match

Health, dental, vision plans

Job summary

EP Wealth Advisors is seeking a Vice President to lead client services and business development in the Vancouver, WA area. You will support Senior VP and Regional Director, drive lead flow through referrals and campaigns, and mentor advisor teams to grow client relationships.

The role emphasizes integrity, entrepreneurship, inclusion and connection while managing risk and regulatory compliance in a dynamic wealth management practice.

Qualifications

• Undergraduate degree required.
• CFP certification required or preferred.
• Experience in financial services and sales is essential.

Responsibilities

• Serves a designated number of clients and maintains relationships.
• Generates business through referrals, marketing, and COIs.
• Expands and maintains territory within the referral network.

Skills

Relationship management

Sales experience

Leadership

Communication

CRM software

MS Office

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

MS Office

Job description

EP Wealth Advisors is seeking a Vice President to lead client services and business development in the Vancouver, WA area. You will support Senior VP and Regional Director, drive lead flow through referrals and campaigns, and mentor advisor teams to grow client relationships.

The role emphasizes integrity, entrepreneurship, inclusion and connection while managing risk and regulatory compliance in a dynamic wealth management practice.