Wealth Advisor

EP Wealth Advisors, LLC; San Diego (CA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

An established industry player in wealth management is seeking a Wealth Advisor to join their San Diego team. This role involves providing comprehensive service to existing clients and developing new business through inbound leads. You will work closely with a collaborative team, ensuring client satisfaction while adhering to company policies. The firm offers a competitive salary and a suite of holistic benefits designed to promote work-life balance and employee well-being. If you are passionate about financial services and eager to grow your career, this opportunity is ideal for you.

Benefits

Unlimited PTO

Paid Parental Leave

Flexible Work Schedule

Health, Dental, and Vision Plans

401k with Company Match

Free Mental Health Services

Employee Educational Expense Reimbursement

Complimentary Food and Snacks

Qualifications

• 2+ years of relationship management/sales experience in financial services.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Provide service to a defined group of clients and support internal marketing efforts.
• Document client interactions and liaise with advisory team members.

Skills

Relationship Management

Sales Experience

Communication Skills

Interpersonal Skills

Multi-tasking

Education

Undergraduate Degree in Business

CFP Certification (preferred)

Tools

CRM Software

Microsoft Office

Job description

Job Details

Job Location: San Diego CA - San Diego, CA

Position Type: Full Time

Salary Range: $85,000.00 - $120,000.00 Salary

Job Category: Advisor

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals. EPWA fosters 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.

Our San Diego, CA location is hiring for a Wealth Advisor. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.

Salary range: $85,000 - $120,000 a year plus revenue share

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 at all times
• 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
• Unlimited 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
• Complimentary Food and Snacks

#LI-Hybrid

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.