Vice President, Advisor

EP Wealth Advisors•Northville, MI

3d•$150,000 - $200,000

About The Position

The Vice President, Advisor provides comprehensive services to existing clients and reinforces the management functions of the Senior VP and Regional Director. The role establishes and maintains lead flow through referral networks, internal marketing campaigns, and centers of influence (COIs), while providing leadership and development support to advisor teams. The position is responsible for servicing designated clients, generating business, maintaining and expanding an assigned referral-network territory, and monitoring business continuity and new-business indicators. The Vice President works with internal teams to strengthen client relationships, documents client interactions and workflows, participates in firm initiatives, stays current on relevant regulatory and financial-services information, and supports advisor professional development. The role also performs its duties consistently, with attention to quality and compliance, and contributes to the firm's business-development and client-retention objectives. EP Wealth Advisors (EPWA) is a wealth management advisory firm serving predominantly high-net-worth individuals. The company states that it had over $49.1 billion as of June 30, 2026, and describes its environment as inclusive, with opportunities for associates to learn, grow, and take on new challenges.

Requirements

Undergraduate degree required; a business-related major is preferred.
Minimum of 5–10 years of relationship-management or 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 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, prioritize workflow and assignments, and work in a deadline-oriented environment.
Demonstrated knowledge of CRM software and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Nice To Haves

Undergraduate degree in a business-related major.

Responsibilities

Service a designated number of clients.
Generate business through referral networks, marketing initiatives, centers of influence (COIs), and client referrals.
Maintain and expand an assigned territory in 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 internal team members, including portfolio management, operations, and financial planning, to further client relationships.
Follow up with clients and document client interactions and client-related workflows in the contact management system.
Participate in firm initiatives to develop services, build firm relationships, support business development, and support client retention.
Use available 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 with a focus on consistency, quality, and compliance.
Perform additional functions and similar-scope tasks as needed to achieve the firm's business-development and client-retention objectives.