Vice President, Wealth Advisor & Growth Leader
ep wealth advisorsSeattle (WA)
Vice President, Wealth Advisor & Growth Leader
Posted 8 days ago
ep wealth advisorsSeattle (WA)
SENIORITY
Senior
About the role
EP Wealth Advisors in San Luis Obispo, CA 93401 is seeking an experienced Wealth Advisor. The VP role provides leadership and develops client relationships, leveraging referrals, COIs, and internal campaigns to grow business.
The candidate will work with portfolio management, operations, and financial planning teams to deliver comprehensive services. Ideal candidates bring an undergraduate degree, 5–10 years in wealth management sales, CFP certification, and strong communication skills.
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.