Wealth Relationship Specialist (Series 65)

EP Wealth Advisors, LLC; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

EP Wealth Advisors, LLC in Los Angeles seeks a client relationship professional to support the advisor team, qualify leads and coordinate client meetings. You will document interactions, monitor workflows, and ensure compliance while contributing to business development and client retention.

The role requires an undergraduate degree, Series 65 or equivalent, and 2+ years in relationship management or sales within financial services; CFP certification is preferred.

Qualifications

• Undergraduate degree required.
• Series 65 or equivalent.
• 2+ years in relationship management or sales within financial services.
• CFP certification preferred.

Responsibilities

• Support the advisor team and manage client relationships.
• Qualify leads and coordinate client meetings.
• Document client interactions and monitor workflows.
• Ensure regulatory and firm compliance.
• Contribute to business development and client retention.

Skills

Lead qualification

Relationship management

Meeting coordination

Documentation & compliance

Business development

Education

Undergraduate degree

Series 65 or equivalent

CFP certification preferred

Job description

EP Wealth Advisors, LLC in Los Angeles seeks a client relationship professional to support the advisor team, qualify leads and coordinate client meetings. You will document interactions, monitor workflows, and ensure compliance while contributing to business development and client retention.

The role requires an undergraduate degree, Series 65 or equivalent, and 2+ years in relationship management or sales within financial services; CFP certification is preferred.