Wealth Advisor: High Net Worth | Flexible Schedule

ep wealth advisors; Westlake Village (CA); On-site; USD 90,000 - 150,000; 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

Mental Health services

Life Insurance

Disability Insurance

Flexible Spending Accounts

Job summary

EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating with internal teams to deliver investment, retirement, and estate planning services.

The position requires an undergraduate degree (preferably in business), Series 65 or equivalent, and at least two years in

Qualifications

• Undergraduate degree required, preferably in business-related major.
• Series 65 or equivalent required.
• Minimum 2 years of relationship management/sales experience in financial services.

Responsibilities

• Provide personalized financial advice and wealth management strategies to individual clients.
• Build long-term client relationships and understand clients' financial goals.
• Collaborate with internal teams for investment, retirement, and estate planning services.
• Document client interactions and workflows in the CRM system.
• Support business development by qualifying leads and referring to the advisor team.

Skills

Relationship management

Sales

Communication

CRM

Financial concepts

Multi-tasking

Team collaboration

Education

Undergraduate degree

Series 65 or equivalent

CFP preferred

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating with internal teams to deliver investment, retirement, and estate planning services.

The position requires an undergraduate degree (preferably in business), Series 65 or equivalent, and at least two years in