EP Wealth Advisors

Manages investments and financial plans for families

Wealth Advisor - Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeAtlanta, GA, USA$150k - $200k /yrHybrid

About the Job

Requirements

An undergraduate degree is required; a business-related major is preferred.
At least 5 years of relationship management or sales experience within financial services is required.
Certified Financial Planner certification is required.
Extensive knowledge of financial, investment, and risk management concepts is required.
Written and verbal communication skills are required.
Interpersonal skills and the ability to work collaboratively are required.
Reliability, organization, and a goal-oriented approach are required.
Demonstrated leadership capabilities are required.
The ability to work independently, exercise self-direction, and use discretion without immediate supervision is required.
The ability to multitask under pressure and prioritize work and assignments in a deadline-oriented environment is required.
Knowledge of customer relationship management software and Microsoft Office, including Word, Excel, PowerPoint, and Outlook, is required.

Responsibilities

Service a designated number of clients.
Generate business through referral networks, marketing initiatives, centers of influence, 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 Vice President 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 retain clients.
Use available resources to stay current on regulatory requirements, financial services, and other functions pertinent to the duties.
Assist the Senior Vice President and Regional Director with the professional development of wealth advisors.
Adhere to company policies and procedures and perform business functions consistently, with quality and compliance.
Perform additional functions and tasks of a similar nature and scope as needed to achieve the firm's business development and client retention objectives.

Salary Range: 150000 to 200000 (Currency: USD) (Pay period: per-year-salary)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams.

Duties and Responsibilities

Responsible for servicing a designated number of clients
Responsible for generating 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
Work with internal team members including portfolio management, operations and financial planning to further the client relationship
Follow-up with clients, 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
Engage resources to 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
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

Qualifications

Undergraduate degree required, preferably in 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 at all times
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

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays + 2 Floating Holidays
PTO
Paid Parental Leave
Paid Volunteer Time
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

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.

About the Company

EP Wealth Advisors

Manages investments and financial plans for families

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm that offers wealth management services, including investment management, retirement planning, tax planning, estate planning, and business planning. It uses a planning-first approach to build customized portfolios with mutual funds, ETFs, and other securities, charging fees directly rather than earning commissions to uphold fiduciary duties. The firm differentiates itself by providing independent, objective advice funded solely by client fees and growing nationally through PE-backed acquisitions, now with over 48 offices and more than $31 billion in assets under management. Its goal is to deliver transparent, client-centered financial guidance at scale to help individuals, families, trusts, and organizations achieve their long-term financial objectives.

Company size: 501-1,000
Company stage: Debt Financing
Total funding: $500M
Headquarters: Torrance, CA
Founded: 2004

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