Wealth Advisor

EP Wealth Advisors • San Diego, CA

1d • $50,000 - $120,000

About The Position

The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. The role focuses on building long-term client relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor works with internal teams to provide comprehensive services and stays current on market trends and regulations. Business development skills are needed to attract new clients, retain existing clients, and support client satisfaction.

Requirements

• Undergraduate degree; preferably in a business-related major.
• Series 65 or equivalent.
• At least 2 years of relationship management or sales experience, including at least 1 year in financial services.
• Interest in developing a career in the financial services industry.
• Basic knowledge of financial and investment concepts.
• Excellent written and verbal communication skills.
• Interpersonal skills and ability to work well in a collaborative environment.
• Reliable, organized, and goal-oriented.
• 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.
• Knowledge of CRM software and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Nice To Haves

• Working toward CFP certification.

Responsibilities

• Work closely with the branch team to provide service to a defined group of clients.
• Support internal marketing efforts by qualifying leads and referring them to the appropriate advisor team.
• Coordinate with internal advisory team members, including portfolio management, operations, and financial planning, on client meeting preparation and monitoring client-service workflows.
• Document client interactions and related workflows in the contact management system.
• Use available resources to stay current on regulatory requirements, financial services, and other functions pertinent to the duties.
• Follow company policies and procedures and perform business functions consistently, with attention to quality and compliance.
• Perform additional similar functions and tasks as needed to achieve the firm's business development and client retention objectives.

Benefits

• 11 paid holidays and 2 floating holidays
• PTO
• Paid parental leave
• Paid volunteer time
• Flexible work schedule
• Highly subsidized health, dental, and vision plans
• 401(k) retirement account with company match contributions
• Free mental health services
• Life insurance
• Long- and 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level