Wealth Advisor: Grow into Lead Advisor Role

EP Wealth Advisors; Torrance (CA); On-site; USD 60,000 - 170,000; Full time

Benefits offered by this job

Paid holidays

Unlimited PTO

Parental leave

Volunteer time

Flexible schedule

Health plans

401k with match

Mental health services

Life & disability insurance

FSA / HSA

Educational reimbursement

Team building activities

Job summary

EP Wealth Advisors in Torrance, CA seeks a Wealth Advisor to provide comprehensive service to existing clients and assist in developing new business through inbound leads. The role works with a collaborative team to deliver on core values and compliance.

You will support portfolio management, operations and financial planning, while documenting interactions and staying current with regulatory requirements. A strong foundation in finance and client relations is essential.

Qualifications

• Undergraduate degree required, preferably in a business-related major.
• Series 65 or equivalent.
• Minimum 2 years of relationship management/sales experience with at least 1 year in financial services.
• Interest to develop career in financial services; CFP certification preferred.
• Basic knowledge of financial and investment concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills in a collaborative environment.
• Reliable, organized and goal-oriented.
• Ability to work independently with discretion and under pressure.
• Ability to multi-task and prioritize in a deadline-driven environment.
• Knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook.

Responsibilities

• Work closely with branch team to service a defined group of clients.
• Support internal marketing by qualifying leads and referring to advisor team.
• Coordinate with advisory team on meeting prep and client workflow.
• Document client interactions and workflows in CRM.
• Stay current with regulatory, financial services and related duties.
• Follow company policies and maintain quality and compliance.
• Contribute to business development and client retention goals.

Skills

Relationship management

Communication skills

CRM proficiency

Microsoft Office

Education

Bachelor's degree

Series 65

CFP certification (preferred)

Tools

CRM software

Outlook

Excel

PowerPoint

Job description

EP Wealth Advisors in Torrance, CA seeks a Wealth Advisor to provide comprehensive service to existing clients and assist in developing new business through inbound leads. The role works with a collaborative team to deliver on core values and compliance.

You will support portfolio management, operations and financial planning, while documenting interactions and staying current with regulatory requirements. A strong foundation in finance and client relations is essential.