Vice President, Advisor

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 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. Duties And Responsibilities Responsible for servicing a designated number of clients Responsible for generating business through referral networks, marketing initiatives, COI's and Client referralsMaintain and expand assigned territory in referral networkAssess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional DirectorWork with internal team members including portfolio management, operations and financial planning to further the client relationshipFollow-up with clients, document client interactions and client related workflows in contact management systemParticipate in firm initiatives developing services, building firm relationships, supporting business development and client retention activitiesEngage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to dutiesAssist Senior VP and Regional Director with the professional development of wealth advisorsAdhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliancePerform 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 majorMinimum 5-10 years of relationship management/sales experience within financial servicesCertified Financial PlannerExtensive knowledge of financial, investment, and risk management conceptsExcellent written and verbal communication skillsDemonstrated interpersonal skills with the ability to work well within a collaborative environmentReliable, organized and goal-orientedDemonstrated leadership capabilitiesAbility 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 + 2 Floating HolidaysPTOPaid Parental Leave Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance Program $150,000 - $200,000 a year Base + commissions 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .