{"id":1521510,"url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-4","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":"Finance","role_family":"Finance","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":["Torrance, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":200000,"currency":"USD","period":"year","gross":null,"usd_annual":200000},"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":"2026-08-07T00:35:25Z","employer_posted_date":"2026-08-07","last_verified_at":"2026-11-05T02:52:14Z","board_verified":true,"closed_at":null,"days_open":90,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":90},"description":"Working alongside one of the firm's co-founders, this role provides a rare opportunity to learn how a successful wealth management practice is built and scaled while developing your own path toward becoming a lead 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.\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 at all times\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","description_format":"text","description_chars":2448,"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":[],"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":14,"band":"cold","label":"Long shot","p_open":1,"p_active":0.399,"p_room":0.36,"age_days":90,"expected_fill_days":57,"reasons":["conf:3","evergreen","wave","win:tail","crowd:junior"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":200000,"is_top_pay":true},"html_url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-4","json_url":"https://alion.io/job/ep-wealth-advisors-wealth-advisor-4.json","meta":{"generated_at":"2026-11-05T07:18:59Z","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":9277,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"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-4"},{"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-4"},{"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-4"},{"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-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fep-wealth-advisors-wealth-advisor-4"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1521510}},{"tool":"search_jobs","arguments":{"company":"epwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1521510},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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