Wealth Prospecting Specialist
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-24
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
EP Wealth Advisors seeks a Wealth Consultant in Denver to drive outbound prospecting, qualify opportunities, and schedule Discovery Meetings with Financial Advisors. You will document interactions in CRM, articulate our value proposition, and collaborate with marketing to optimize lead conversion.
The role emphasizes performance metrics, resilience, and teamwork in a fast-paced financial services environment while supporting growth and client outreach objectives.
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