VP, Wealth Management & Growth Leader

EP Wealth Advisors; San Diego (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

Unlimited PTO

Paid Volunteer Time

Highly subsidized Health, Dental, and Vision Plans

401k Retirement Account with company match

Job summary

EP Wealth Advisors in San Diego, CA is hiring a Vice President to provide comprehensive services to high net worth clients. The role includes client management, business generation, and leading advisor teams focused on core values such as Integrity and Entrepreneurial spirit.

The ideal candidate will have 5-10 years of experience in financial services, strong leadership abilities, and a Certified Financial Planner designation. The position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner certification required.
• Extensive knowledge of financial, investment, and risk management concepts.
• Ability to work independently and exercise discretion.

Responsibilities

• Responsible for servicing a designated number of clients.
• Generate business through referral networks and marketing initiatives.
• Work with internal team members to further client relationships.
• Participate in firm initiatives for business development and client retention.

Skills

Relationship management

Sales experience

Financial knowledge

Leadership skills

Communication skills

Education

Undergraduate degree in business

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors in San Diego, CA is hiring a Vice President to provide comprehensive services to high net worth clients. The role includes client management, business generation, and leading advisor teams focused on core values such as Integrity and Entrepreneurial spirit.

The ideal candidate will have 5-10 years of experience in financial services, strong leadership abilities, and a Certified Financial Planner designation. The position offers a competitive salary and a comprehensive benefits package.