Wealth Advisor to High Net Worth Clients | Flexible Schedule

EP Wealth Advisors, LLC; Denver (CO); Presencial; USD 40.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

11 Paid Holidays

Floating Holidays

PTO

Parental Leave

Volunteer Time

Flexible Work Schedule

Health/Dental/Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSA/HSA programs

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Descripción de la vacante

EP Wealth Advisors, LLC is seeking a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies for high net worth clients. You will focus on building long-term relationships, understanding client goals, and delivering tailored investment, retirement, and estate planning solutions.

You will collaborate with internal teams to ensure comprehensive service, stay current on market trends and regulations, and develop business by attracting and retaining clients with a

Formación

• Bachelor’s degree required, business preferred.
• Series 65 or equivalent is required.
• 2+ years in relationship management/sales, 1+ year in financial services.
• Interest in CFP certification preferred.
• Strong written and verbal communication skills.
• Proficient with CRM and Microsoft Office.

Responsabilidades

• Work with branch team to service a defined client group.
• Qualify leads and refer to advisor team for conversion.
• Coordinate with advisory, portfolio management, operations, and planning for client meetings.
• Document client interactions and workflows in the CRM.
• Stay informed on regulatory and industry developments.

Conocimientos

Relationship management

Sales experience

Communication

CRM proficiency

Independent worker

Educación

Undergraduate degree

Series 65

CFP certification in progress

Herramientas

CRM software

Microsoft Office

Outlook

Excel

Descripción del empleo

EP Wealth Advisors, LLC is seeking a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies for high net worth clients. You will focus on building long-term relationships, understanding client goals, and delivering tailored investment, retirement, and estate planning solutions.

You will collaborate with internal teams to ensure comprehensive service, stay current on market trends and regulations, and develop business by attracting and retaining clients with a