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Vice President, Advisor

extra holidays - fully flexible
Remote: 
Hybrid
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
Vancouver (CA)

Offer summary

Qualifications:

Undergraduate degree in business required, 5-10 years of relationship management experience, Certified Financial Planner designation, Extensive knowledge of financial concepts, Proficient in CRM software and Microsoft Office.

Key responsabilities:

  • Service designated number of clients
  • Generate business through referrals and marketing
  • Expand assigned territory in referral network
  • Monitor key indicators, report to Senior VP
  • Support professional development of wealth advisors
EP Wealth Advisors logo
EP Wealth Advisors Financial Services SME https://www.epwealth.com
201 - 500 Employees
See more EP Wealth Advisors offers

Job description

Job Details
Job Location:    Vancouver WA - Vancouver, WA
Position Type:    Full Time
Salary Range:    Undisclosed
Job Category:    Advisor
Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $28 billion in AUM as of September 30th, 2024, 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.

 

Our Vancouver, WA location is hiring for a Vice President. The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

 

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
Qualifications

 

  • 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

 

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
  • 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
  • Complimentary Food and Snacks

#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.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Relationship Management
  • Leadership
  • Multitasking
  • Organizational Skills
  • Goal-Oriented
  • Verbal Communication Skills
  • Social Skills

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