VP, Wealth Advisory & Growth Leader

EP Wealth Advisors, LLC; Atlanta (GA); 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

Highly subsidized Health, Dental, and 

401k Retirement Account with company

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health 

Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimbur*

Job summary

EP Wealth Advisors, LLC in Atlanta is seeking a Vice President to provide comprehensive services to existing clients and support senior leadership by strengthening lead flow from referrals, internal marketing, and COIs.

You will manage a designated client base, work with portfolio management, operations and financial planning, and contribute to business development and client retention while ensuring compliance and professional development for wealth advisors.

Qualifications

• Bachelor's degree required, business preferred.
• 5–10+ years in relationship management/sales in financial services.
• CFP certification required.
• Strong knowledge of financial concepts and investment risk.
• Excellent written and verbal communication.
• Demonstrated leadership and collaboration.
• Independent, self-directed, and discreet.

Responsibilities

• Serve a designated client base and maintain relationships.
• Generate business via referrals, COIs, and campaigns.
• Expand territory within referral networks.
• Monitor key business indicators and report to leadership.
• Collaborate with portfolio management, operations, and financial planning.
• Document client interactions and workflows in CRM.
• Support firm initiatives for development and client retention.
• Stay updated on regulatory, financial services topics.
• Assist Senior VP and Regional Director with advisor development.
• Ensure policy compliance and high-quality work.
• Perform related tasks to meet business objectives.

Skills

Relationship management

Sales experience

Excellent communication

Leadership

Multi-tasking under pressure

Discretion / self-directed

CRM software

Microsoft Office

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors, LLC in Atlanta is seeking a Vice President to provide comprehensive services to existing clients and support senior leadership by strengthening lead flow from referrals, internal marketing, and COIs.

You will manage a designated client base, work with portfolio management, operations and financial planning, and contribute to business development and client retention while ensuring compliance and professional development for wealth advisors.