Wealth Advisor

EP Wealth Advisors, LLC; Redwood City (CA); Presencial; USD 60 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Resumo da oferta

EP Wealth Advisors, a wealth management firm serving high net worth clients in Redwood City, CA, seeks a Wealth Advisor to build long-term client relationships and develop tailored investment and financial planning solutions. You will collaborate with advisory, portfolio management, and planning teams to deliver comprehensive services.

The ideal candidate has an undergraduate degree, Series 65, and 2+ years in relationship management or financial services; CFP preferred.

Qualificações

• Undergraduate degree in business or related field.
• Series 65 or equivalent license required.
• Minimum 2 years relationship management/sales experience in financial services.
• CFP certification preferred.
• Basic knowledge of financial and investment concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative mindset.
• Independent working, self-directed with discretion.
• Ability to multi-task under pressure and meet deadlines.
• Proficiency in CRM software and MS Office.

Responsabilidades

• Work closely with branch team to provide service to a defined group of clients.
• Qualify leads and refer to appropriate advisor team.
• Coordinate with portfolio management, operations and financial planning for client meetings and workflow.
• Document client interactions and workflows in the CRM.
• Stay current with regulatory requirements and financial services developments.
• Adhere to company policies and ensure quality and compliance.
• Support business development and client retention objectives.

Conhecimentos

Relationship management

Sales experience

CRM software

MS Office

Communication skills

Formação académica

Undergraduate degree

Series 65 or equivalent

CFP certification preferred

Ferramentas

CRM systems

Microsoft Excel

Descrição da oferta de emprego

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA foster an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.

Duties and Responsibilities

• Work closely with branch team to provide service to a defined group of clients
• Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
• Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
• Document client interactions and client related workflows in contact management system
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications

• Undergraduate degree required, preferably in business related major
• Series 65 or equivalent
• Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
• Interest to develop career within financial services industry; working towards CFP certification preferred
• Basic knowledge of financial and investment concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Reliable, organized and goal-oriented
• Ability to work independently, self-directed, and exercise discretion without immediate supervision always
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 Floating Holidays
• PTO
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

$60,000 - $120,000 a year

base + commissions

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.