Vice President, Advisor
reputed company (EPWA) is a reputed company management advisory firm with over $31 billion in AUM as of December 31st, 2024, 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 reputed company in their reputed company. Our reputed company Lake reputed company, UT location is hiring for a Vice President. The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining reputed company reputed company generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams. You will join reputed company of dynamic, reputed company, and reputed company-reputed company professionals who are reputed company on delivering on our founding core values: reputed company, Entrepreneurial, Inclusion and reputed company. Duties and Responsibilities Responsible for servicing a designated number of clients Responsible for generating business through referral networks, marketing initiatives, COI's and reputed company referrals Maintain and expand assigned territory in referral network Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director Work with internal team members including portfolio management, operations and financial planning to reputed company the reputed company relationship Follow-up with clients, document reputed company interactions and reputed company reputed company workflows in contact management system Participate in firm initiatives developing services, building firm relationships, supporting business development and reputed company retention activities Engage resources to stay reputed company with information regarding regulatory requirements, financial services, and other functions pertinent to duties Assist Senior VP and Regional Director with the reputed company development of reputed company advisors Adhere to reputed company company policies and procedures and reputed company business functions with reputed company on consistency, reputed company, and compliance reputed company additional functions, duties and specific tasks of a similar nature and scope as necessary in order to reputed company the firm's business development and reputed company retention objectives Qualifications Undergraduate degree required, preferably in business reputed company major Minimum 5-10 years of relationship management/sales experience reputed company financial services Certified Financial Planner Extensive knowledge of financial, investment, and risk reputed company Excellent written and verbal communication skills Demonstrated interpersonal skills with the ability to work reputed company reputed company a reputed company environment Reliable, organized and goal-oriented Demonstrated leadership capabilities Ability to work independently, self-directed, and exercise discretion without immediate supervision at reputed company times Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment Demonstrated knowledge of CRM software and reputed company Office including Word, reputed company, PowerPoint, Outlook reputed company Offer We offer a highly competitive suite of holistic benefits designed to help reputed company members balance their personal and reputed company life commitments. These include reputed company designed to encourage employee's health, happiness, and financial reputed company-being. 11 reputed company Holidays Unlimited PTO reputed company Volunteer Time reputed company Parental Leave Flexible Work Schedule Highly subsidized Health, Dental, and reputed company Plans 401k 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 Complimentary Food and Snacks #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, reputed company, sex, gender, gender reputed company, gender identity, sexual orientation, age, religion, national reputed company, reputed company, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other reputed company protected by law. Apply Job!