Wealth Advisor
San Diego, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
San Diego, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Norwood, MA · On-site
$40K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Norwood, MA · On-site
$40K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Los Angeles, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Los Angeles, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Los Angeles, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Los Angeles, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Norwood, MA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Norwood, MA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
San Diego, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
San Diego, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Berkeley, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Berkeley, CA · On-site
$60K - $120K/yr
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Wealth Advisor
Walnut Creek, CA · On-site
... retirement, and estate planning. The advisor collaborates with internal teams to ensure ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth ... management, and life insurance for estate and business planning. HORAN Wealth has a strong regional ...
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth ... management, and life insurance for estate and business planning. HORAN Wealth has a strong regional ...
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver ... for advisors and clients. * Demonstrated initiative, curiosity, and willingness to learn from ...
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver ... for advisors and clients. * Demonstrated initiative, curiosity, and willingness to learn from ...
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver ... for advisors and clients. * Demonstrated initiative, curiosity, and willingness to learn from ...
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver ... for advisors and clients. * Demonstrated initiative, curiosity, and willingness to learn from ...
Wealth Advisor
Torrance, CA · Hybrid
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match ...
Wealth Advisor
Torrance, CA · Hybrid
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match ...
Wealth Advisor
Torrance, CA · On-site
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match ...
Wealth Advisor
Torrance, CA · On-site
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match ...
Wealth Advisor
Norwood, MA · On-site
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... retirement, and estate planning. The advisor collaborates with internal teams to ensure ...
Wealth Advisor
Norwood, MA · On-site
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... retirement, and estate planning. The advisor collaborates with internal teams to ensure ...
Wealth Advisor
Walnut Creek, CA · On-site
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... retirement, and estate planning. The advisor collaborates with internal teams to ensure ...
Wealth Advisor
Walnut Creek, CA · On-site
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... retirement, and estate planning. The advisor collaborates with internal teams to ensure ...
Wealth Advisor
Omaha, NE · On-site
$125K - $145K/yr
The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... planning, and retirement.** ****Primary Responsibilities*** Actively partner with Advisory ...
Wealth Advisor
Omaha, NE · On-site
$125K - $145K/yr
The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... planning, and retirement.** ****Primary Responsibilities*** Actively partner with Advisory ...
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Wealth Advisor
Bedford, NH · On-site
$90K - $120K/yr
Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 ... retirement, tax, estate, insurance, and cash flow strategies. · ✔ Hybrid RIA/Broker-Dealer ...
Quick apply
Be Seen First
Wealth Advisor
Bedford, NH · On-site
$90K - $120K/yr
Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 ... retirement, tax, estate, insurance, and cash flow strategies. · ✔ Hybrid RIA/Broker-Dealer ...
Wealth Retirement Advisor information
See salary details
$47K - $56.2K
3% of jobs
$56.2K - $65.5K
6% of jobs
$65.5K - $74.7K
4% of jobs
$74.7K - $83.9K
11% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.9K - $93.1K
17% of jobs
The median wage is $99.7K / yr.
$93.1K - $102.4K
13% of jobs
$102.4K - $111.6K
11% of jobs
$111.6K - $120.8K
11% of jobs
$121.1K is the 75th percentile. Wages above this are outliers.
$120.8K - $130K
9% of jobs
$130K - $139.3K
9% of jobs
$139.3K - $148.5K
6% of jobs
$47K
$103.1K
$148.5K
How much do wealth retirement advisor jobs pay per year?
As of Sep 14, 2026, the average yearly pay for wealth retirement advisor in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.
What are popular job titles related to Wealth Retirement Advisor jobs?
For Wealth Retirement Advisor jobs, the most frequently searched job titles are:
Wealth Advisor
San Diego, CA • On-site
EP Wealth Advisors
• Finance and Insurance • 11 - 50 employees11 - 50 employees
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 8 days ago
Job description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 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.
Summary
The 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.
Duties and Responsibilities
- Work closely with branch team to provide service to a defined group of clients
- Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
- Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
- Document client interactions and client related workflows in contact management system
- Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
- 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.
Qualifications
- Undergraduate degree required, preferably in business related major
- Series 65 or equivalent
- Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
- Interest to develop career within financial services industry; working towards CFP certification preferred
- Basic knowledge of financial and investment concepts
- Excellent written and verbal communication skills
- Demonstrated interpersonal skills with the ability to work well within a collaborative environment
- Reliable, organized and goal-oriented
- Ability to work independently, self-directed, and exercise discretion without immediate supervision always
- Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
- Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook
What We Offer
We 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.
- 11 Paid Holidays + 2 Floating Holidays
- PTO
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision 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
$60,000 - $120,000 a year
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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About EP WEALTH ADVISORS
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Torrance, CA, US
Year founded
1999