Vice President, Advisor

EP Wealth Advisors•Kirkland, WA

94d•$150,000 - $200,000

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm serving predominantly high-net-worth individuals. The Vice President provides comprehensive services to existing clients and supports the management functions of the Senior VP and Regional Director. The role develops and maintains lead flow through referral networks, internal marketing campaigns, centers of influence (COIs), and client referrals, while providing leadership and development support to advisor teams. The position is responsible for client service, business development, territory and referral-network growth, and tracking indicators of business continuity and new business. It works collaboratively with portfolio management, operations, and financial planning team members to strengthen client relationships, supports firm-wide business development and client retention initiatives, and helps develop wealth advisors. The role is expected to follow company policies and procedures and perform its work consistently, with quality and compliance in mind. The posted base salary range is $150,000–$200,000, plus commissions. EPWA describes its benefits as a suite intended to support employees' personal and professional commitments, health, happiness, and financial well-being.

Requirements

Undergraduate degree required; preferably in a business-related major.
5–10 years of relationship management or sales experience within financial services.
Certified Financial Planner (CFP) certification.
Extensive knowledge of financial, investment, and risk management concepts.
Excellent written and verbal communication skills.
Demonstrated interpersonal skills and ability to work well in a collaborative environment.
Reliable, organized, and goal-oriented.
Demonstrated leadership capabilities.
Ability to work independently, be self-directed, and exercise discretion without immediate supervision.
Ability to multitask under pressure and prioritize workflow and assignments in a deadline-oriented environment.
Demonstrated knowledge of CRM software and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Responsibilities

Service a designated number of clients.
Generate business through referral networks, marketing initiatives, COIs, and client referrals.
Maintain and expand the assigned territory within the referral network.
Assess, monitor, and report key indicators of business continuity and new business to the Senior VP and/or Regional Director.
Work with portfolio management, operations, and financial planning team members to further client relationships.
Follow up with clients and document client interactions and related workflows in the contact management system.
Participate in firm initiatives to develop services, build firm relationships, support business development, and retain clients.
Use relevant resources to stay current on regulatory requirements, financial services, and other functions pertinent to the role.
Assist the Senior VP and Regional Director with the professional development of wealth advisors.
Follow company policies and procedures and perform business functions consistently, with quality and compliance in mind.
Perform additional functions and tasks of a similar nature and scope as needed to support business development and client retention objectives.