Wealth Prospecting Specialist

EP Wealth Advisors, LLC; Denver, Northern (CO, KY); Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision plans

401k with company match

Mental Health services

Life Insurance & Disability Insurance

Health Savings Account

Job summary

EP Wealth Advisors, LLC is seeking a Wealth Consultant in Denver to drive outbound outreach, qualify prospects, and schedule Discovery Meetings with Financial Advisors. The role emphasizes proactive calls, texts, and emails to convert marketing-generated prospects into qualified opportunities.

The ideal candidate has 1+ years in outbound sales, knowledge of financial concepts, and Series 65 or equivalent, with a strong emphasis on meeting performance in a fast-paced environment.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field 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.
• Prior experience in sales, call center, lead qualification, or outbound prospecting roles strongly preferred.

Responsibilities

• Proactively contact marketing-generated prospects through outbound calls, emails, and text messaging to initiate conversations and assess interest.
• 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 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

Verbal and written communication

Outbound prospecting

Results driven

Independent work

High-volume outreach

Team collaboration

CRM proficiency

Education

Bachelor's degree or equivalent

1+ years outbound sales/lead gen

Series 65 or equivalent

Financial concepts knowledge

Sales in financial services

Tools

CRM systems

Microsoft Office

Job description

EP Wealth Advisors, LLC is seeking a Wealth Consultant in Denver to drive outbound outreach, qualify prospects, and schedule Discovery Meetings with Financial Advisors. The role emphasizes proactive calls, texts, and emails to convert marketing-generated prospects into qualified opportunities.

The ideal candidate has 1+ years in outbound sales, knowledge of financial concepts, and Series 65 or equivalent, with a strong emphasis on meeting performance in a fast-paced environment.