Wealth Advisor — Flexible Schedule & Growth Path

EP Wealth Advisors; Walnut Creek (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

11 Paid Holidays

Unlimited PTO

Parental Leave

Volunteer Time

Flexible Schedule

Health/Dental/Vision Plans

401k with company match

Mental Health Services

Life Insurance

Disability Insurance

FSAs/HSAs

Educational Expense Reimbursement

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors in Walnut Creek, CA is hiring a Wealth Advisor to provide comprehensive service to existing clients and support growth through inbound leads. The role collaborates with portfolio management, operations, and financial planning teams to service client needs and drive business objectives.

The position requires a 2+ year track record in relationship management/sales within financial services, with a Series 65 or equivalent.

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; CFP certification preferred.
• Basic knowledge of financial and investment concepts.
• Excellent written and verbal communication skills.

Responsibilities

• Provide service to an assigned group of clients with branch team.
• Qualify inbound leads and refer to appropriate advisor team.
• Prepare client meetings with advisory team and maintain workflow documentation.
• Record client interactions and related workflows in the CRM system.
• Stay current with regulatory requirements and financial services developments.
• Uphold company policies and ensure quality and compliance.

Skills

CRM software

Microsoft Office

Communication skills

Interpersonal skills

Time management

Self-direction

Financial services knowledge

Education

Bachelor's degree in business/related field

Series 65 or equivalent

CFP certification preferred

Tools

CRM software (e.g., Salesforce)

Excel

PowerPoint

Job description

EP Wealth Advisors in Walnut Creek, CA is hiring a Wealth Advisor to provide comprehensive service to existing clients and support growth through inbound leads. The role collaborates with portfolio management, operations, and financial planning teams to service client needs and drive business objectives.

The position requires a 2+ year track record in relationship management/sales within financial services, with a Series 65 or equivalent.