EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Join a unique succession-focused opportunity within EP Wealth, where you’ll play a key role in supporting the next chapter of an established wealth management practice. This role is part of a broader succession strategy involving one or more senior advisors in the region who are expected to transition toward retirement over time.
The successful candidate will have the opportunity to build trusted client relationships, support thoughtful client continuity and advisor transition planning, and contribute to the continued growth of the practice.
Duties and Responsibilities
- Responsible for servicing a designated number of clients
- Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals
- Maintain and expand assigned territory in referral network
- Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
- Work with internal team members including portfolio management, operations and financial planning to further the client relationship
- Follow-up with clients, document client interactions and client related workflows in contact management system
- Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
- Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
- Assist Senior VP and Regional Director with the professional development of wealth advisors
- Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
- Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives
- Undergraduate degree required, preferably in business related major
- Minimum 5-10 years of relationship management/sales experience within financial services
- Certified Financial Planner
- Extensive knowledge of financial, investment, and risk management concepts
- Excellent written and verbal communication skills
- Demonstrated interpersonal skills with the ability to work well within a collaborative environment
- Reliable, organized and goal-oriented
- Demonstrated leadership capabilities
- Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
- Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
- Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook
Compensation: $150,000 - $200,000 (base + commission/year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 floating holidays
- Unlimited PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
Skills Required
- Undergraduate degree (preferably business major)
- Minimum 5-10 years relationship management/sales experience within financial services
- Certified Financial Planner (CFP)
- Extensive knowledge of financial, investment, and risk management concepts
- Excellent written and verbal communication skills
- Demonstrated interpersonal and collaborative skills
- Reliable, organized, and goal-oriented
- Demonstrated leadership capabilities
- Ability to work independently, self-directed, and exercise discretion
- Ability to multi-task under pressure and prioritize in deadline-oriented environment
- Demonstrated knowledge of CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook)
