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Wealth Writer Jobs (NOW HIRING)

EP Wealth Advisors

Wealth Advisor

Westlake Village, CA · On-site

Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

EP Wealth Advisors

Wealth Advisor

Norwood, MA · On-site

Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

Truepoint Wealth Counsel

Wealth Advisor

Blue Ash, OH · On-site

Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Ensure written and verbal client communications are polished and tailored to client preferences

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Proven experience in Wealth Management or similar role. * CFP, CFA, CPA, JD, or MBA required ... Communicate effectively, both orally and in writing * High emotional intelligence and situational ...

EP Wealth Advisors, LLC

Wealth Advisor

Walnut Creek, CA · On-site

$80 - $100/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ...

EP Wealth Advisors, LLC

Wealth Advisor

Torrance, CA · On-site

$100 - $125/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ...

EP Wealth Advisors, LLC

$100 - $125/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ...

EP Wealth Advisors, LLC

Wealth Advisor

Norwood, MA · On-site

$80 - $100/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ...

EP Wealth Advisors

Wealth Advisor (Torrance)

Torrance, CA · On-site

$100 - $125/hr

Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM ... Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ...

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Wealth Writer information

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How much do wealth writer jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for wealth writer in the United States is $24.29, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $27.88 per hour, depending on experience, location, and employer.

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Infographic showing various Wealth Writer job openings in the United States as of June 2026, with employment types broken down into 39% Full Time, 58% Part Time, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $50,519 per year, or $24.3 per hour.

Wealth Advisor

Westlake Village, CA • On-site

EP Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about EP Wealth Advisorsexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 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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