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Vice President, Financial Services Leader
2 months ago
EP Wealth Advisors, LLC is seeking a highly skilled and experienced Vice President to join our team. As a key member of our advisory team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.
Key Responsibilities:- Service a designated number of clients with exceptional care and attention to detail
- Generate business through referral networks, marketing initiatives, COI's, and client referrals
- Maintain and expand assigned territory in referral network
- Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
- Collaborate with internal team members to further the client relationship
- Document client interactions and client-related workflows in contact management system
- Participate in firm initiatives developing services, building firm relationships, supporting business development, and client retention activities
- Stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
- Assist Senior VP and Regional Director with the professional development of wealth advisors
- Undergraduate degree in a business-related major
- Minimum 5-10 years of relationship management/sales experience within financial services
- Certified Financial Planner
- Extensive knowledge of financial, investment, and risk management 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
- Demonstrated leadership capabilities
- Ability to work independently, self-directed, and exercise discretion without immediate supervision
- Ability to multi-task under pressure, prioritize workflow, and assignments in a deadline-oriented environment
- Demonstrated knowledge of CRM software and Microsoft Office
- 11 Paid Holidays
- Unlimited PTO
- Paid Volunteer Time
- Paid Parental Leave
- 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
- Complimentary Food and Snacks
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.
