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    Vice President, Advisor - Vancouver, United States - EP Wealth Advisors

    EP Wealth Advisors
    EP Wealth Advisors Vancouver, United States

    2 weeks ago

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    Description
    Job Details

    Job Location

    Vancouver WA - Vancouver, WA

    Position Type

    Full Time

    Job Category

    Advisor

    Description


    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023 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 Vancouver, WA location is hiring for a Vice President.

    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.

    You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

    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
    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.

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