Wealth Advisor (Westlake Village)

Wealth Advisor (Westlake Village) EP Wealth Advisors, LLC Westlake Village, CA Job Details Full-time $40,000 - $120,000 a year 1 day ago Benefits Paid parental leave Health savings account Paid holidays Disability insurance Health insurance Unlimited paid time off Dental insurance Flexible spending account Parental leave Employee assistance program Vision insurance 401(k) matching Flexible schedule Life insurance Referral program Qualifications Wealth management Financial sales Microsoft Excel Microsoft Outlook Identifying new business opportunities Regulatory compliance Bachelor's degree in business Lead generation Mid-level Business development Bachelor's degree Managing clients in a finance role Relationship management Business development within finance CRM system proficiency Series 65 Business 2 years Communication skills Marketing Full Job Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection. Total cash target is $60,000-120,000 annually, inclusive of incentive compensation Duties and Responsibilities Work closely with branch team to provide service to a defined group of clients Support internal marketing efforts by qualifying leads and referring to appropriate advisor team Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients Document client interactions and client related workflows in contact management system Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties. Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives. Qualifications Undergraduate degree required, preferably in business related major Series 65 or equivalent Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services Interest to develop career within financial services industry; working towards CFP certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal communication skills Demonstrated interpersonal skills with the ability to work well within a collaborative environment Reliable, organized and goal-oriented Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment Demonstrated knowledge of CRM software and Microsoft Office including

Word, Excel, PowerPoint, Outlook Compensation:

$60,000 - $120,000 (base + commissions/year) What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 Floating Holidays Unlimited PTO Paid Parental Leave Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.