Vice President, Wealth Advisor & Growth Leader
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
This opening is for the Vice President, Wealth Advisor & Growth Leader role at EP Wealth Advisors.
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This posting is for the Vice President, Wealth Advisor & Growth Leader role at EP Wealth Advisors, based in Seattle, WA, United States.
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