Wealth Prospecting & Discovery Specialist

ep wealth advisors; Denver (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

PTO

Volunteer time

Parental leave

Flexible schedule

Health benefits

401k match

Mental health services

Education reimbursement

Employee assistance program

Job summary

EP Wealth Advisors is seeking a Wealth Consultant in Denver to drive outbound prospecting, qualify leads, and schedule Discovery Meetings with Financial Advisors. You will engage prospects via calls, emails, and texts, document activities in the CRM, and collaborate with marketing to improve conversions.

The role emphasizes performance, teamwork, and adherence to compliance while supporting growth objectives in a fast-paced environment.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or equivalent experience.
• 1+ years in outbound sales, lead generation, or as Sales Development Representative
• Series 65 or equivalent (or ability to obtain within 60 days)
• Basic knowledge of financial and investment concepts

Responsibilities

• Proactively contact marketing-generated prospects via outbound calls, emails, and text messaging to initiate conversations.
• Qualify prospects based on defined criteria and schedule Discovery Meetings with the appropriate Financial Advisor.
• Consistently meet or exceed individual performance goals related to outreach activity, contact rates, meeting set rates, and conversion outcomes.
• Accurately document all prospect interactions, outcomes, and next steps in the CRM system.
• Maintain a strong understanding of EP Wealth's value proposition to confidently and clearly articulate it to prospective clients.
• Collaborate closely with Advisors and marketing partners to ensure a smooth handoff of qualified opportunities.
• Share successful techniques, messaging, and objection-handling strategies with peers to improve team-wide performance.
• Provide informal coaching and peer support by modeling best practices and contributing to team learning sessions.
• Adhere to all firm policies, procedures, and compliance standards.
• Perform additional duties as assigned to support lead conversion and growth objectives.

Skills

Outbound prospecting

CRM proficiency

Communication

Goal-oriented

Independent work

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent experience in Business/Finance/Marketing

Tools

CRM systems

Microsoft Office

Job description

EP Wealth Advisors is seeking a Wealth Consultant in Denver to drive outbound prospecting, qualify leads, and schedule Discovery Meetings with Financial Advisors. You will engage prospects via calls, emails, and texts, document activities in the CRM, and collaborate with marketing to improve conversions.

The role emphasizes performance, teamwork, and adherence to compliance while supporting growth objectives in a fast-paced environment.