Teams at EP Wealth Advisors

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.