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Vice President, Wealth Advisor & Growth Leader
Job in
San Luis Obispo, San Luis Obispo County, California, 93403, USA
Listed on 2026-09-02
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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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