Wealth Advisor (Torrance)

EP Wealth Advisors; Torrance (CA); On-site; USD 60,000 - 170,000; Full time

Benefits offered by this job

Paid holidays

Unlimited PTO

Parental leave

Volunteer time

Flexible schedule

Health plans

401k with match

Mental health services

Life & disability insurance

FSA / HSA

Educational reimbursement

Team building activities

Job summary

EP Wealth Advisors in Torrance, CA seeks a Wealth Advisor to provide comprehensive service to existing clients and assist in developing new business through inbound leads. The role works with a collaborative team to deliver on core values and compliance.

You will support portfolio management, operations and financial planning, while documenting interactions and staying current with regulatory requirements. A strong foundation in finance and client relations is essential.

Qualifications

• Undergraduate degree required, preferably in a business-related major.
• Series 65 or equivalent.
• Minimum 2 years of relationship management/sales experience with at least 1 year in financial services.
• Interest to develop 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.
• Ability to work independently with discretion and under pressure.
• Ability to multi-task and prioritize in a deadline-driven environment.
• Knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook.

Responsibilities

• Work closely with branch team to service a defined group of clients.
• Support internal marketing by qualifying leads and referring to advisor team.
• Coordinate with advisory team on meeting prep and client workflow.
• Document client interactions and workflows in CRM.
• Stay current with regulatory, financial services and related duties.
• Follow company policies and maintain quality and compliance.
• Contribute to business development and client retention goals.

Skills

Relationship management

Communication skills

CRM proficiency

Microsoft Office

Education

Bachelor's degree

Series 65

CFP certification (preferred)

Tools

CRM software

Outlook

Excel

PowerPoint

Job description

Job Details

Job Location: Torrance CA - Torrance, CA 90503

Position Type: Full Time

Salary Range: $60,000.00 - $170,000.00 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.

Working alongside one of the firm's co-founders, this role provides a rare opportunity to learn how a successful wealth management practice is built and scaled while developing your own path toward becoming a lead advisor. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.

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

Base + commissions/year: $60,000 - $120,000. Total cash target is $60,000-170,000 annually, inclusive of incentive compensation.

What We Offer

• 11 Paid Holidays + 2 Floating Holidays
• Unlimited 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.