Wealth Prospecting Specialist
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-25
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors, LLC is seeking a Wealth Consultant in Denver to drive outbound outreach, qualify prospects, and schedule Discovery Meetings with Financial Advisors. The role emphasizes proactive calls, texts, and emails to convert marketing-generated prospects into qualified opportunities.
The ideal candidate has 1+ years in outbound sales, knowledge of financial concepts, and Series 65 or equivalent, with a strong emphasis on meeting performance in a fast-paced environment.
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