Wealth Advisor

EP Wealth Advisors•Denver, CO

2d•$40,000 - $120,000

About The Position

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.

Requirements

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
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

Nice To Haves

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

Responsibilities

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.