Vice President, Advisor

United States·San Luis ObispoFull Timeexecutive

OtherAdvisor

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Quick Summary

Overview

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.

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OtherAdvisor

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.

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.

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

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

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 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.

Location & Eligibility

Where is the job

San Luis Obispo, United States

Hybrid, some on-site time required

Who can apply

About this job

Pay per year: $150,000–$200,000 a year; 159% above the $67,500 median for Other jobs on Jobera (115,377 salaries).
Who can apply: United States
Posted: 69 days ago
Employer: has 39 open jobs on Jobera.