{"id":1521508,"url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-2","title":"Wealth Advisor","company":{"id":1993354,"name":"EP Wealth Advisors","domain":"epwealth.com","url":"https://alion.io/company/epwealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Norwood, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":40000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-08-07T00:38:29Z","employer_posted_date":"2026-08-07","last_verified_at":"2026-10-20T08:56:03Z","board_verified":true,"closed_at":null,"days_open":74,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":74},"description":"Summary\nThe Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.\nDuties and Responsibilities\nWork closely with branch team to provide service to a defined group of clients \nSupport internal marketing efforts by qualifying leads and referring to appropriate advisor team\nLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients\nDocument client interactions and client related workflows in contact management system\nEngage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.\nAdhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance \nPerform 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. \nQualifications\nUndergraduate degree required, preferably in business related major\nSeries 65 or equivalent\nMinimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services\nInterest to develop career within financial services industry; working towards CFP certification preferred\nBasic knowledge of financial and investment concepts\nExcellent written and verbal communication skills\nDemonstrated interpersonal skills with the ability to work well within a collaborative environment\nReliable, organized and goal-oriented\nAbility to work independently, self-directed, and exercise discretion without immediate supervision always\nAbility to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment\nDemonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook \nWhat We Offer\nWe 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.\n11 Paid Holidays + 2 Floating Holidays\nPTO\nPaid Parental Leave \nPaid Volunteer Time\nFlexible Work Schedule\nHighly subsidized Health, Dental, and Vision Plans\n401k Retirement Account with company match contributions\nFree Mental Health services, Life Insurance, Long & Short-Term Disability Insurance\nFlexible Spending Accounts and Health Savings Accounts\nEmployee Financial Education\nEmployee Educational Expense Reimbursement\nEmployee Charitable Donations\nEmployee Referral Incentives\nEmployee Team Building Activities\nEmployee Assistance Program","description_format":"text","description_chars":3204,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Flexible schedule","Life insurance","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-09-30T12:02:29Z"}],"visa":[],"liveness":{"score":35,"band":"fade","label":"Fading","p_open":1,"p_active":0.804,"p_room":0.44,"age_days":74,"expected_fill_days":68,"reasons":["conf:1","wave","velocity","win:tail","crowd:junior"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":true},"html_url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-2","json_url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-2.json","meta":{"generated_at":"2026-10-20T12:46:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14138,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1993354},"rest":"https://alion.io/mcp/rest/get_company?id=1993354"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fep-wealth-advisors-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fep-wealth-advisors-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fep-wealth-advisors-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ep-wealth-advisors-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fep-wealth-advisors-wealth-advisor-2"}]}