Vice President, Advisor

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion in assets under management as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges and progress in their professional careers.

About the role

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 COIs. This position provides leadership and development support to advisor teams.

Responsibilities

• Service a designated number of clients
• Generate business through referral networks, marketing initiatives, COIs, 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 manage 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 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, focusing on consistency, quality, and compliance
• Perform additional functions, duties, and specific tasks of a similar nature and scope as necessary to achieve the firm's business development and client retention objectives

Requirements

• Undergraduate degree required, preferably in a business-related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Certified Financial Planner (CFP) designation
• 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
• Ability to multi-task under pressure, prioritize workflow, and assignments in a deadline-oriented environment
• Demonstrated knowledge of CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook)

Benefits

• 11 Paid Holidays + 2 Floating Holidays
• Paid Time Off (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