Wealth Consultant

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.

The Wealth Consultant is a performance-driven, outbound sales role focused on converting marketing-generated prospects into qualified Discovery Meetings for Financial Advisors. This role is responsible for proactive outreach, including calls, emails, and text messages, to engage prospective clients, uncover needs, and schedule high-quality introductory meetings.

In addition to individual sales performance, the Wealth Consultant plays an important role in elevating team effectiveness by sharing best practices, coaching peers informally, and contributing insights that improve lead conversion outcomes. This position is ideal for a results-oriented professional who thrives in a fast-paced environment and is motivated by measurable impact.

Duties and Responsibilities

• Proactively contact marketing-generated prospects through outbound calls, emails, and text messaging to initiate conversations and assess interest.
• Qualify prospects based on defined criteria and schedule Discovery Meetings with the appropriate Financial Advisor.
• Consistently meet or exceed individual performance goals related to outreach activity, contact rates, meeting set rates, and conversion outcomes.
• Accurately document all prospect interactions, outcomes, and next steps in the CRM system.
• Maintain a strong understanding of EP Wealth’s value proposition to confidently and clearly articulate it to prospective clients.
• Collaborate closely with Advisors and marketing partners to ensure a smooth handoff of qualified opportunities.
• Share successful techniques, messaging, and objection-handling strategies with peers to improve team-wide performance.
• Provide informal coaching and peer support by modeling best practices and contributing to team learning sessions.
• Adhere to all firm policies, procedures, and compliance standards.
• Perform additional duties as assigned to support lead conversion and growth objectives.

Skills and Competencies

• Strong verbal and written communication skills with the ability to build rapport quickly.
• High comfort level with outbound prospecting and consultative sales conversations.
• Results-oriented mindset with the ability to perform in a goal- and metrics-driven environment.
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times.
• Ability to manage high volumes of outreach activity while maintaining attention to detail.
• Collaborative approach with a willingness to share knowledge and help elevate peers.
• Proficiency in CRM systems and standard business applications

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
• 3 Weeks 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

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.