This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Job Details
Job Location: Kirkland WA - Kirkland, WA 98033
Position Type: Full Time
Salary Range: $150,000.00 - $200,000.00 Base+Commission/year
Job Category: Advisor
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over$44.1 billion AUM as of March 31, 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.
Join a unique succession-focused opportunity within EP Wealth, where you’ll play a key role in supporting the next chapter of an established wealth management practice. This role is part of a broader succession strategy involving one or more senior advisors in the region who are expected to transition toward retirement over time.
The successful candidate will have the opportunity to build trusted client relationships, support thoughtful client continuity and advisor transition planning, and contribute to the continued growth of the practice.
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
Compensation: $150,000 - $200,000 (base + commission/year)
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
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
#LI-Hybrid
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
Worksite address
kirkland, WA, 98034, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.