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VP, Wealth Advisory & Client
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-09-09
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-09-09
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors is seeking a Vice President to lead client services and business development in the Vancouver, WA area. You will support Senior VP and Regional Director, drive lead flow through referrals and campaigns, and mentor advisor teams to grow client relationships.
The role emphasizes integrity, entrepreneurship, inclusion and connection while managing risk and regulatory compliance in a dynamic wealth management practice.
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