Senior Vice President, Advisor Greater Long Beach, CA Area

The Company is seeking a Senior Vice President to join its team. The successful candidate will be responsible for servicing a group of high-net-worth and ultra-high-net-worth client relationships, as well as generating new business through various channels. This role involves providing coaching and development support to Wealth Advisors, working with internal team members to enhance client relationships, and participating in firm initiatives and marketing events. The Senior Vice President will also be expected to stay current with regulatory requirements and industry best practices, and to adhere to the company's policies and procedures with a focus on quality and compliance. Applicants for the Senior Vice President position at the company should have an undergraduate degree, a minimum of 10 years of relationship management or sales experience in financial services, and a Certified Financial Planner (CFP®) designation. The role requires extensive knowledge of financial, investment, and risk management concepts, as well as excellent communication, interpersonal, and leadership skills. The ideal candidate will be reliable, organized, and goal-oriented, with the ability to work independently and manage multiple tasks in a deadline-oriented environment. Proficiency in CRM software and Microsoft Office is essential, and the ability to work from the company's office in Torrance, California is a requirement.

Hiring Company

EP Wealth Advisors