About this opportunity
EP Wealth Advisors lists this Vice President, Wealth Advisor & Growth Leader opportunity in san luis obispo, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
san luis obispo, CA, 93403, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.