Wealth Advisor (Los Angeles)

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

Benefits offered by this job

Health, Dental, Vision plans

401k with company match

Paid Holidays

Parental Leave

PTO

Flexible Schedule

Employee Education

Job summary

EP Wealth Advisors in Los Angeles is seeking a client relationship professional to support the advisor team, qualify leads, and coordinate client meetings. You will document interactions, monitor workflows, and ensure compliance while contributing to business development and client retention.

Required: undergraduate degree, Series 65 or equivalent, 2+ years in relationship management or sales within financial services; CFP certification preferred.

Qualifications

• Bachelor’s degree or equivalent required.
• Series 65 or equivalent required.
• Minimum 2 years of relationship management/sales experience with at least 1 year in financial services.
• CFP certification preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Work closely with branch team to provide service to a defined group of clients.
• Support internal marketing efforts by qualifying leads and referring to appropriate advisor team.
• Liaise with advisory team and internal members for meeting preparation and client workflow monitoring.
• Document client interactions and client-related workflows in the contact management system.
• Stay current with regulatory requirements and financial services information.
• Adhere to company policies and support business development and client retention objectives.

Skills

Relationship management

Sales experience

Excellent communication

Team collaboration

Self-directed

Education

Undergraduate degree

Series 65

CFP certification preferred

Tools

CRM software

Microsoft Office

Job description

Job Details

Job Location: Los Angeles CA - Los Angeles, CA 90064. Position Type: Full Time. Salary Range: $60,000.00 - $120,000.00 Base+Commission/year. Job Category: Advisor. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Duties and Responsibilities

• Work closely with branch team to provide service to a defined group of clients
• Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
• Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
• Document client interactions and client related workflows in contact management system
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications

• Undergraduate degree required, preferably in business related major
• 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; working towards CFP certification preferred
• Basic knowledge of financial and investment concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Reliable, organized and goal-oriented
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

Compensation

$60,000 - $120,000 (base + commissions/year)

What We Offer

• 11 Paid Holidays + 2 Floating Holidays
• PTO
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

Equal Opportunity Employer

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.