Vice President, Advisor (Brunswick)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, 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.

Join a unique succession-focused opportunity within EP Wealth’s Northern New England region, where you’ll play a key role in supporting the next chapter of an established wealth management practice. This role is part of a multi-year succession strategy involving several senior advisors in the region who collectively serve approximately $400 million in client assets and are expected to transition toward retirement over the coming years. The successful candidate will have the opportunity to build trusted client relationships over time, support thoughtful client continuity and transition planning, and contribute to the continued growth of the practice.

Beyond succession planning, you’ll collaborate with the Senior Vice President and Regional Director to grow the business through referrals, centers of influence, and strategic business development. If you’re energized by cultivating long-term client relationships while helping grow an established regional practice, this role offers a strong platform to do both within a collaborative, fiduciary environment.

Duties and Responsibilities

• Responsible for servicing a designated number of clients
• Responsible for generating business through referral networks, marketing initiatives, COI's and Client 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 further the client relationship
• Follow-up with clients, document client interactions and client related workflows in contact management system
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
• Assist Senior VP and Regional Director with the professional development of wealth advisors
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform 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