Wealth Advisor (San Diego)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion AUM as of December 31, 2025, 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. Our Berkeley, CA location is hiring for a Wealth Advisor. 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 compensationDuties and ResponsibilitiesWork closely with branch team to provide service to a defined group of clientsSupport internal marketing efforts by qualifying leads and referring to appropriate advisor teamLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clientsDocument client interactions and client related workflows in contact management systemEngage 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 compliancePerform 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 majorSeries 65 or equivalentMinimum 2 years of relationship management/sales experience with a minimum of 1 year in financial servicesInterest to develop career within financial services industry; working towards CFP certification preferredBasic knowledge of financial and investment conceptsExcellent written and verbal communication skillsDemonstrated interpersonal skills with the ability to work well within a collaborative environmentReliable, organized and goal-orientedAbility to work independently, self-directed, and exercise discretion without immediate supervision at all timesAbility to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environmentDemonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook What We OfferWe 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 HolidaysUnlimited PTOPaid Parental Leave Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance Program LI-HybridEPWA 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.