Wealth Advisor — Growth & Client Strategy

EP Wealth Advisors; Los Angeles (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

PTO

Paid Parental Leave

Flexible Work Schedule

Highly subsidized Health, Dental, and Vision Plans

401k with company match

Employee Financial Education

Employee Educational Expense Reimbursement

Job summary

EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity.

The ideal candidate has a bachelor’s degree, Series 65, and experience in relationship management, with a salary target of $60,000 to $120,000 annually, plus a robust benefits package including flexible work schedules and health plans.

Qualifications

• Minimum 2 years of relationship management/sales experience, 1 year in financial services.
• Interest in developing a career within financial services; CFP certification preferred.
• Ability to work independently and under pressure.

Responsibilities

• Provide comprehensive service to assigned clients.
• Support internal marketing efforts and qualify leads.
• Document client interactions in a contact management system.

Skills

Excellent written and verbal communication skills

Interpersonal skills

Organizational skills

CRM software knowledge

Microsoft Office proficiency

Education

Undergraduate degree in business related major

Series 65 or equivalent

Job description

EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity.

The ideal candidate has a bachelor’s degree, Series 65, and experience in relationship management, with a salary target of $60,000 to $120,000 annually, plus a robust benefits package including flexible work schedules and health plans.