Wealth Advisor: Grow Wealth for High-Net-Worth Clients

EP Wealth Advisors, LLC; Norwood (MA); On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

11 Paid Holidays

PTO

Parental Leave

Volunteer Time

Flexible Schedule

Health Plans

401k Match

Mental Health Services

Life Insurance

Disability Insurance

HSA/FSAs

Education Reimbursement

Charitable Donations

Referral Incentives

Team Building

Job summary

EP Wealth Advisors is seeking a Wealth Advisor to deliver personalized financial guidance and long-term relationship management for high-net-worth clients. You’ll tailor investment, retirement, and estate planning strategies while coordinating with internal teams to ensure seamless service and adherence to regulatory standards.

The role emphasizes client development, collaboration, and staying current with market trends.

Qualifications

• Undergraduate degree required, preferably in business-related field.
• Series 65 or equivalent license required.
• Minimum 2 years of relationship management/sales experience, with at least 1 year in financial services.
• Interest in developing a 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; able to work independently.

Responsibilities

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

Skills

Relationship building

Communication

Interpersonal skills

Independent work

Time management

Attention to detail

Team collaboration

Education

Undergraduate degree

Series 65 or equivalent

CFP certification preferred

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors is seeking a Wealth Advisor to deliver personalized financial guidance and long-term relationship management for high-net-worth clients. You’ll tailor investment, retirement, and estate planning strategies while coordinating with internal teams to ensure seamless service and adherence to regulatory standards.

The role emphasizes client development, collaboration, and staying current with market trends.