Jobs at EP Wealth Advisors

Lead enterprise learning strategy and programs (onboarding, leadership, mentorship, early-career), design scalable learning solutions, manage vendors/budgets, drive performance management and talent processes, coach a small team, measure learning impact, and partner with HR and business leaders to align development with organizational goals.

Provide comprehensive service to assigned high-net-worth clients and help develop new business from inbound leads. Coordinate with branch and advisory teams for client meeting preparation, document interactions in CRM, qualify leads for internal marketing, ensure compliance with policies and regulatory requirements, and perform related tasks to support client retention and business development.

Drive organic growth across an assigned territory by developing referral and partner relationships, prospecting HNW/UHNW clients, leading complex sales cycles, collaborating with advisors to craft proposals, managing pipeline and CRM, closing business, and ensuring a seamless handoff and client experience.

Lead regional growth by developing strategic referral and partner relationships, prospecting and closing high-net-worth clients, managing complex sales cycles, collaborating with advisors for seamless handoffs, maintaining pipeline and CRM accuracy, representing the firm at events, and meeting revenue targets.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, support business development, coordinate meeting preparation with portfolio management, operations, and financial planning, document interactions in CRM, ensure compliance with regulatory requirements and company policies, and perform tasks to support client retention and firm growth.

Provide comprehensive wealth management services to a designated client base, generate new business via referrals and marketing, support advisor team development, collaborate with internal teams, maintain CRM records, and ensure compliance while driving client retention and territory growth.

Provide comprehensive wealth management services and business generation for high-net-worth clients. Lead and develop advisor teams, expand referral networks and territory, coordinate with internal portfolio, operations, and planning teams, ensure compliance, document client interactions in CRM, and support firm initiatives for client retention and business development.

Lead regional growth by coaching and developing advisor teams, driving business development and recruitment, overseeing advisor transitions and performance, improving client experience, and championing firm initiatives and technology to expand assets and retain high-net-worth clients.

Provide comprehensive service to an assigned book of high-net-worth clients, qualify inbound leads, support branch and advisory teams in client meeting preparation and workflows, document interactions in CRM, ensure compliance, and contribute to business development and client retention.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, coordinate with portfolio management, operations, and financial planning, document interactions in CRM, support marketing referrals, ensure compliance with regulations and firm policies, and assist business development and client retention efforts.

Provide comprehensive wealth management services to high-net-worth clients, generate business via referrals and marketing, support senior leadership, mentor advisor teams, manage client relationships and workflows, ensure compliance, and collaborate with internal teams to grow and retain assets under management.

Provide comprehensive service to assigned clients, qualify inbound leads, support advisor team preparation and workflow, document interactions in CRM, coordinate with portfolio management/operations/financial planning, ensure compliance, and help achieve business development and client retention goals.

Provide comprehensive wealth management services to high-net-worth clients, generate business via referrals and marketing, support advisor team development, coordinate with internal teams, maintain CRM records, ensure compliance, and support business development and client retention activities.

Provide comprehensive wealth-advisory services to high-net-worth clients, generate new business through referrals and marketing, support advisor team development, collaborate with portfolio management and operations, maintain client records in CRM, ensure compliance, and assist senior leadership with business continuity and retention initiatives.

Provide comprehensive service to assigned high-net-worth clients, support lead qualification and internal marketing, coordinate with portfolio management and operations for meeting preparation, document interactions in CRM, ensure compliance with regulatory and company policies, and help drive client retention and business development.

Lead end-to-end M&A transactions: source and manage deal flow, perform financial modeling and valuations, conduct due diligence, negotiate deal terms, prepare investment presentations, and coordinate cross-functional stakeholders to execute acquisitions aligned with firm strategy.

Provide comprehensive wealth management and client service to high-net-worth clients, generate business via referrals and marketing, support advisor team development, collaborate with internal teams, maintain CRM records, ensure compliance, and assist senior leadership with business continuity and growth efforts.

Provide comprehensive advisory services to high-net-worth clients, generate business through referrals and marketing, expand territory, support Senior VP/Regional Director, develop advisor teams, coordinate with portfolio management and operations, document interactions in CRM, ensure compliance, and participate in firm initiatives to drive business development and client retention.