Wealth Advisor: Grow Client Wealth & Relationships

ep wealth advisors; San Diego (CA); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

11 Paid Holidays

PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSA/HSA

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to high net worth clients in San Diego. You will build long-term relationships, understand client goals, and craft tailored investment, retirement, and estate plans while collaborating with internal teams.

The ideal candidate has at least 2 years in relationship management or sales within financial services, an undergraduate degree, Series 65 or equivalent, strong

Qualifications

• Undergraduate degree required, preferably in business or related field.
• Series 65 or equivalent is required.
• Minimum 2 years of relationship management/sales experience in financial services.
• Excellent written and verbal communication skills with a collaborative mindset.
• Basic knowledge of financial and investment concepts; CFP preferred.

Responsibilities

• Work closely with branch team to serve a defined client group.
• Qualify leads and refer to the appropriate advisor team for conversion.
• Liaise with portfolio management, operations and financial planning on client meetings and workflows.
• Document client interactions and workflows in the CRM system.
• Stay current with regulatory requirements and financial services developments.
• Adhere to company policies, maintain quality and compliance.
• Support business development and client retention objectives.

Skills

Relationship management

Sales experience

Strong communication

Client service

Financial concepts

Team collaboration

Education

Bachelor's degree

Series 65

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to high net worth clients in San Diego. You will build long-term relationships, understand client goals, and craft tailored investment, retirement, and estate plans while collaborating with internal teams.

The ideal candidate has at least 2 years in relationship management or sales within financial services, an undergraduate degree, Series 65 or equivalent, strong