Wealth Advisor - San Diego - EP Wealth Advisors

    EP Wealth Advisors
    EP Wealth Advisors San Diego

    2 days ago

    Description

    Overview

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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.

    Our Berkeley, CA location is hiring for a Wealth Advisor. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.

    Total cash target is $60,000-120,000 annually, inclusive of incentive compensation

    Duties And 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.

    Qualifications

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

    • 11 Paid Holidays + 2 Floating Holidays
    • Unlimited 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.


    #J-18808-Ljbffr

  • Wealth Advisor

    4 weeks ago

    Only for registered members San Diego, CA

    We are hiring for a Wealth Advisor to provide comprehensive service to existing clients and develop new business through inbound generated leads. · ...

  • Wealth Advisor

    4 weeks ago

    Only for registered members San Diego $75,000 - $125,000 (USD)

    Wealth Management is a specialized division within California Bank & Trust that offers comprehensive financial services to affluent individuals, families, and businesses.The primary goal of a wealth management group is to help clients grow and preserve their wealth while providin ...

  • Wealth Advisor

    1 month ago

    Only for registered members San Diego $68,640 - $80,000 (USD)

    This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. · ...

  • Wealth Advisor

    4 weeks ago

    Only for registered members San Diego, CA

    We help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations. We are seeking a highly motivated, experienced and client-focused Wealth Advisor to join our growing team. This position will ...

  • Wealth Advisor

    4 weeks ago

    Only for registered members San Diego $60,000 - $120,000 (USD)

    Wealth Advisor is responsible for providing comprehensive service to clients and developing new business through inbound generated leads. · Undergraduate degree required in business related major. · Series 65 or equivalent. · Minimum 2 years of relationship management/sales exper ...

  • Wealth Advisor

    1 month ago

    Only for registered members San Diego, CA

    Wealth Management is a specialized division within California Bank & Trust that offers comprehensive financial services to affluent individuals, families, and businesses. · Requires a Bachelor's degree · A minimum of 5 years of directly related experience, · A CFP certification i ...

  • Wealth Advisor

    1 month ago

    Only for registered members San Diego $125,000 - $175,000 (USD)

    +At Corient we help high-Net worth individuals enjoy a full life while preserving their wealth for future generations+ · +We focus on exceeding expectations simplifying lives establishing legacies that last for generations+ · Seeking highly motivated experienced client-focused We ...

  • Wealth Advisor

    1 week ago

    Only for registered members Nobel Drive Suite San Diego, California, United States

    Wealth Advisor is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, · 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 t ...

  • Senior Wealth Advisor

    3 weeks ago

    Only for registered members San Diego, CA

    We are currently seeking experienced Wealth Advisors to join Beacon Pointe in various locations nationwide. · Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. · Build and manage a book of busi ...

  • Associate Wealth Advisor

    3 weeks ago

    Only for registered members San Diego $70,000 - $90,000 (USD)

    Error-free reports and organized task lists find satisfaction in intense curiosity about taxes, estate planning and market trends. Scanning patterns for long-term consequences is structural integrity while ownership of mistakes remains adaptable. · Create comprehensive client mee ...

  • Associate Wealth Advisor

    1 week ago

    Only for registered members San Diego $70,000 - $90,000 (USD)

    We are seeking an Associate Wealth Advisor to serve as the critical bridge between our Lead Advisors and our internal operations teams. · Serve as the 'Project Manager' for the entire client experience —acting as the air traffic controller for all 'to-dos' before, during, and aft ...

  • VP/Wealth Advisor

    2 days ago

    Only for registered members San Diego, California

    The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. They build substantial practices around client segments for which they feel a genuine passion. · ...

  • Private Wealth Advisor

    1 month ago

    Only for registered members San Diego

    This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the San Diego, Irvine and Orange County markets targeting high-net worth clients and prospects. · Clean U4 · ...

  • Associate Wealth Advisor

    1 week ago

    Only for registered members San Diego $80,000 - $90,000 (USD)

    We are seeking an Associate Wealth Advisor to join our team The role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice. · Create and implement strategies in retirement, risk management, tax, estate, and investment pla ...

  • Associate Wealth Advisor

    2 weeks ago

    Only for registered members San Diego Full time $80,000 - $90,000 (USD)

    We are seeking an Associate Wealth Advisor to join our team. The role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · ...

  • Associate Wealth Advisor

    6 days ago

    Only for registered members San Diego, CA

    Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

  • Wealth Advisor, Schwab Wealth Advisory

    2 weeks ago

    Only for registered members San Diego, CA

    Wealth Advisors at Schwab Wealth Advisory are empowered to make an impact on their careers. They work as fiduciaries within a dedicated team to deliver exceptional client experiences. · ...

  • Associate Wealth Advisor

    3 weeks ago

    Only for registered members San Diego, CA

    We are seeking an Associate Wealth Advisor to serve as the critical bridge between our Lead Advisors and our internal operations teams. · Intense Curiosity: You are genuinely interested in the "why" behind taxes, estate planning, and market trends. · Extreme Attention to Detail: ...

  • Associate Wealth Advisor

    2 weeks ago

    Only for registered members San Diego Full time $80,000 - $90,000 (USD)

    Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

  • Associate Wealth Advisor

    2 weeks ago

    Only for registered members San Diego $80,000 - $90,000 (USD)

    Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. · The position involves partnering closely with Wealth Advisors to maintain and enhance ...

  • Wealth Management Advisor

    1 week ago

    Only for registered members San Diego, CA

    Wealth Management Advisors at Northwestern Mutual are growing their teams to meet demand during economic uncertainty. This role is ideal for career changers with sales experience and an entrepreneurial spirit. The award-winning training program equips advisors with education and ...

Jobs
>
Wealth advisor
>
Jobs for Wealth advisor in San Diego