Wealth Advisor for High-Net-Worth Clients

ep wealth advisors; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Job summary

EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients.

You will build long-term client relationships, understand goals, and tailor solutions across investments, retirement, and estate planning. The role requires collaboration with internal teams and strong business development skills to attract and retain clients.

Qualifications

• Undergraduate degree required, preferably in business-related major.
• Series 65 or equivalent required/licensed.
• Minimum 2 years of relationship management/sales experience, with ≥1 year in financial services.
• Interest in developing a career in financial services; CFP certification preferred.
• Excellent written and verbal communication skills; strong interpersonal abilities.
• CRM software and Microsoft Office proficiency.

Responsibilities

• Work closely with branch team to provide service to a defined group of clients.
• Support internal marketing by qualifying leads and referring to advisor team.
• Coordinate with portfolio management, operations, and financial planning on client meeting prep and workflows.
• Document client interactions and related workflows in the CRM system.
• Stay current with regulatory requirements, financial services, and related duties.
• Adhere to company policies, ensure quality and compliance in all functions.
• Perform tasks to support business development and client retention objectives.

Skills

Relationship management

Sales experience

Communication skills

CRM software

Microsoft Office

Education

Undergraduate degree

Series 65 or equivalent

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients.

You will build long-term client relationships, understand goals, and tailor solutions across investments, retirement, and estate planning. The role requires collaboration with internal teams and strong business development skills to attract and retain clients.