Wealth Advisor: Growth, Flexible Schedule, Unlimited PTO

Posted 10 days ago

ep wealth advisorsSan Diego (CA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$60,000–$120,000 annually

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About the role

EP Wealth Advisors seeks a Wealth Advisor to deliver comprehensive service to existing clients and assist with developing new business from inbound leads. You will join a team of client-focused professionals committed to integrity, entrepreneurship, inclusion and connection. The role offers a total cash target of $60,000–$120,000 annually, inclusive of incentive compensation and a competitive benefits package. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.