Wealth Advisor: Build Relationships & Grow Client Wealth

ep wealth advisors; Torrance (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Flexible Work Schedule

Subsidized Health, Dental, and Vision Plans

401k Retirement Account with match contributions

Free Mental Health services

Employee Financial Education

Employee Educational Expense Reimbursement

Job summary

EP Wealth Advisors in Torrance, California seeks a Wealth Advisor to provide personalized financial advice and wealth management strategies. This role emphasizes building long-term client relationships and requires strong business development skills to attract and retain clients.

Qualified candidates will hold an undergraduate degree and possess at least 2 years of experience in relationship management or sales, along with Series 65 certification. The company offers a competitive suite of benefits including flexible work schedules and health plans.

Qualifications

• Minimum 2 years of relationship management/sales experience.
• Interest in developing a career in financial services; CFP certification preferred.
• Ability to multi-task and prioritize in a deadline-oriented environment.

Responsibilities

• Provide service to a defined group of clients.
• Support internal marketing efforts by qualifying leads.
• Liaise with advisory team members on client meeting preparation.

Skills

Business development skills

Client relationship management

Excellent communication skills

Knowledge of financial and investment concepts

Organizational skills

Ability to work well in a team

Proficiency in CRM software

Education

Undergraduate degree in business or related field

Series 65 or equivalent

Tools

CRM software

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

EP Wealth Advisors in Torrance, California seeks a Wealth Advisor to provide personalized financial advice and wealth management strategies. This role emphasizes building long-term client relationships and requires strong business development skills to attract and retain clients.

Qualified candidates will hold an undergraduate degree and possess at least 2 years of experience in relationship management or sales, along with Series 65 certification. The company offers a competitive suite of benefits including flexible work schedules and health plans.