Wealth Advisor

United States·Walnut CreekFull Timemid

Finance & AccountingOtherFinancial AdvisorWealth Advisor

5 views0 saves0 applied

Apply Now

Quick Summary

Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals.

Technical Tools

Finance & AccountingOtherFinancial AdvisorWealth Advisor

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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 Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.

Work closely with branch team to provide service to a defined group of clients

Support internal marketing efforts by qualifying leads and referring to appropriate advisor team

Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients

Document client interactions and client related workflows in contact management system

Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.

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

Series 65 or equivalent

Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services

Interest to develop career within financial services industry; working towards CFP certification preferred

Basic knowledge of financial and investment 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

Ability to work independently, self-directed, and exercise discretion without immediate supervision always

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

Walnut Creek, United States

Hybrid, some on-site time required

Who can apply

About this job

Pay per year: $60,000–$120,000 a year; 12% below the $102,500 median for Financial Advisor jobs on Jobera (67 salaries).
Who can apply: United States
Posted: 69 days ago
Employer: has 36 open jobs on Jobera.