Wealth Advisor: Grow Relationships, Shape Financial Futures

ep wealth advisors; Norwood (MA); On-site; USD 90,000 - 140,000; 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

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts

Employee Financial Education

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 individual clients, focusing on building long-term relationships and aligning planning with clients’ goals.

This role collaborates with portfolio management, operations and financial planning, requires strong business development, and adherence to regulatory standards while delivering high‑quality service.

Qualifications

• Undergraduate degree required, preferably in business.
• 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

• Work closely with branch team to provide service to a defined group of clients.
• Qualify leads and refer to appropriate advisor team.
• Liaise with advisory team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow.
• Document client interactions and client-related workflows in the CRM.
• Stay current with information regarding regulatory requirements, financial services, and related duties.
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance.
• Perform additional functions and tasks to achieve business development and client retention objectives.

Skills

Relationship management

Sales experience

Communication

CRM software

Education

Bachelor’s degree

Series 65 or equivalent

CFP preferred

Tools

MS Office

CRM software

Job description

EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to individual clients, focusing on building long-term relationships and aligning planning with clients’ goals.

This role collaborates with portfolio management, operations and financial planning, requires strong business development, and adherence to regulatory standards while delivering high‑quality service.