Wealth Advisor - Flexible Schedule & Growth Focus

ep wealth advisors; Walnut Creek (CA); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Paid holidays

PTO

Parental leave

Volunteer time

Flexible schedule

Health plans

401k match

Life insurance

Disability insurance

FSA/HSA

Education reimbursement

Charitable donations

Referral incentives

Team building

Employee assistance

Job summary

EP Wealth Advisors is seeking a Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments, retirement, and estate planning. This role collaborates with internal teams to ensure comprehensive service and regulatory compliance.

The ideal candidate will have strong client development skills, CRM experience, and a proactive approach to staying current with financial markets and industry regulations.

Qualifications

• Minimum 2 years of relationship management/sales experience with at least 1 year in financial services.
• Undergraduate degree required, business preferred.
• Series 65 or equivalent.
• CFP certification preferred.

Responsibilities

• Work with branch team to service a defined client group.
• Qualify leads and refer to advisor teams for growth.
• Coordinate with advisory, portfolio management, operations and planning for client meetings.

Skills

Relationship management

Business development

Communication skills

Team collaboration

Multi-tasking under pressure

Education

Undergraduate degree

Series 65 or equivalent

CFP preferred

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors is seeking a Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments, retirement, and estate planning. This role collaborates with internal teams to ensure comprehensive service and regulatory compliance.

The ideal candidate will have strong client development skills, CRM experience, and a proactive approach to staying current with financial markets and industry regulations.