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Open nowPosted 80 days ago

Vice President, Advisor

EP Wealth Advisors35 open roles

Pay
$150,000 – $200,000 a year
Where
San Diego CA
Work mode
Hybrid
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Your applicationOpen nowVice President, AdvisorEP Wealth Advisors · San Diego CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on EP Wealth Advisors's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. EP Wealth Advisors postings stay open a median of 51 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 80 days ago

EP Wealth Advisors median: 51 days open

The posting

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 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.

Summary

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

  • 11 Paid Holidays + 2 Floating Holidays
  • PTO
  • Paid Parental Leave
  • Paid Volunteer Time
  • 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

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.

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