Key Facts

Remote From:

Full time

Expert & Leadership (>10 years)

English

Hard Skills

Financial Regulations Financial Management Business Development Customer Relationship Management Portfolio Management Referral Marketing Sales Management External Marketing Operations Architecture Customer Retention Service Development Policy Enforcement Contact Management Systems Client Services Business Continuity Process Management KPI Reporting Customer Development Inclusive Leadership

Other Skills

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Team Leadership
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Quality Assurance
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Relationship Building
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Management
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Communication
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Leadership Development
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Teamwork
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Entrepreneurship
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Personal Integrity

Roles & Responsibilities

Experience servicing high-net-worth clients and managing long-term client relationships
Proven ability to generate business through referral networks, COIs, marketing initiatives, and client referrals
Strong collaboration with internal teams including portfolio management, operations, and financial planning
Knowledge of regulatory requirements and financial services, with adherence to company policies and compliance

Requirements:

Serve a designated number of clients and drive business development through referrals, COIs, and internal marketing campaigns
Maintain and expand the assigned territory within the referral network; assess, monitor, and report key business indicators to the Senior VP and Regional Director
Work with internal teams (portfolio management, operations, and financial planning) to further the client relationship and document client interactions in the CRM
Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention; assist in the professional development of wealth advisors; ensure compliance with policies

EP Wealth Advisors

Financial Services

About EP Wealth Advisors

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $22.9 billion in client assets under management (as of 3/31/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

Company type: SME

Industry: Financial Services

Founded: 2018

Company size: 201 - 500

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Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion AUM as of December 31, 2025, 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.

The Vice President, Advisor 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