Wealth Advisor

Job Details Job Location: San Luis Obispo CA - San Luis Obispo, CA 93401 Position Type: Full Time Salary Range: $60,000.00 - $120,000.00 Base+Commission per year EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow and enhance their skills to take on new challenges and progress in their professional careers. 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 to achieve the firm's business development and client retention objectives. Qualifications Undergraduate degree required, preferably in a 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 a career within the financial services industry; working toward 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. What We Offer 11 Paid Holidays + 2 Floating Holidays PTO Paid Parental Leave Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401(k) 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 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. #J-18808-Ljbffr