Wealth Advisory VP: Client Growth & Leadership

EP Wealth Advisors; United States; On-site; USD 150,000 - 200,000; 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 (subsidized

401k with company match

Life Insurance

Disability Insurance

Health Savings Accounts

Employee Education Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors (EPWA) is a premier wealth management firm serving high net worth individuals with over $49.1B AUM as of mid-2026. The Vice President will provide comprehensive client services and support senior leadership in driving lead flow from referrals, internal campaigns, and COIs, while guiding advisor teams.

The role emphasizes leadership, adherence to compliance, and active business development across internal and external networks to sustain client relationships and firm growth.

Qualifications

• Undergraduate degree required, preferably in business-related field.
• 5–10 years of relationship management/sales experience in financial services.
• CFP certification is preferred/required.
• Strong knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with collaborative work ability.
• Reliable, organized and goal-oriented; able to multi-task under pressure.

Responsibilities

• Serves a designated client base with proactive relationship management.
• Generates business through referrals, marketing, COIs and client networks.
• Maintains and expands territory via referral networks.
• Collaborates with portfolio management, operations and financial planning teams to deepen client relationships.
• Documents client interactions and workflows in CRM and related systems.
• Contributes to firm initiatives for business development and client retention.

Skills

Relationship management

Sales experience

Communication skills

Leadership

Self-directed work

Interpersonal skills

Education

Bachelor's degree or higher

Certified Financial Planner (CFP)

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors (EPWA) is a premier wealth management firm serving high net worth individuals with over $49.1B AUM as of mid-2026. The Vice President will provide comprehensive client services and support senior leadership in driving lead flow from referrals, internal campaigns, and COIs, while guiding advisor teams.

The role emphasizes leadership, adherence to compliance, and active business development across internal and external networks to sustain client relationships and firm growth.