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nLIGHT
Camas, WA, United States
W ho We Are At nLIGHT, we are constantly on the cutting-edge of laser technology in a massively growing market. We are a leading provider of high-power semiconductors and fiber lasers for industrial, microfabrication, and aerospace & defense applications, to name a few. Our lasers are changing not only the way things are made, but also chang
Job Source: nLIGHTConfidential
Camas, WA, United States
Vice President, IT About the Company Global manufacturer of fiber- and semiconductor-based lasers for the aerospace industry Industry Electrical/Electronic Manufacturing Type Public Company Founded 2000 Employees 1001-5000 Funding $101-$200 million Categories Laser Electronics Manufacturing Specialties high power fiber lasers diode lasers active
Job Source: ConfidentialDsjglobal
Portland, OR, United States
Portland, Oregon Metro Area On-site $170,000-$180,000 + bonus + LTI A leader in the Food/Beverage space is currently seeking a Vice President of Operations to direct and oversee the overall operations and site management of a distribution center in the Portland Metro area. The successful candidate will be able to implement and ensure that procedure
Job Source: DsjglobalAEG
Portland, OR, United States
THE ROLE: The Vice President of Marketing and Sales is responsible for developing and executing strategic performance marketing campaigns to drive ticket sales and revenue growth for Portland Thorns FC. This role oversees all performance marketing initiatives, including digital advertising, social media, email marketing, and data analysis, to opti
Job Source: AEGReser's Fine Foods, Inc.
Beaverton, OR, United States
Reser's Fine Foods - Corporate offices 15570 SW Jenkins Rd Beaverton, OR 97006, USA Description General Summary Responsible for the purchasing function of the organization; develops and implements purchasing strategies and policies that help the organization obtain necessary products and services while minimizing costs. Benefits and Culture We of
Job Source: Reser's Fine Foods, Inc.DSJ Global
Portland, OR, United States
Summary of Role: Responsible for overseeing procurement activities within the organization, ensuring efficient acquisition of necessary products and services at optimal costs. Compensation and Benefits: We provide a competitive compensation package along with comprehensive benefits aimed at supporting employee well-being, career advancement, and fu
Job Source: DSJ GlobalAdvance Local
Portland, OR, United States
Diversity & Inclusion are at the core of our mission to strengthen and empower the communities we serve. Oregonian Media Group , #1 source of news in the Pacific Northwest, seeks new senior leadership to grow our sales organization. The Vice President of Sales will report directly to the President of Oregonian Media Group and drive revenue growth
Job Source: Advance LocalUnderstanding Recruitment Group
Vancouver, WA, United States
Vice President of Sales- Energy Optimization Location: Vancouver, Washington Who should apply: We are seeking an experienced and dynamic Vice President of Sales to join our team. The ideal candidate will be a strategic thinker with a proven track record in sales leadership, particularly in the energy efficiency or related industries. This role will
Job Source: Understanding Recruitment GroupVancouver, WA, United States
Job Details
Job Location
Vancouver WA - Vancouver, WA
Position Type
Full Time
Job Category
Advisor
Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023 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.
Our Vancouver, WA 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 lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
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
Qualifications
Undergraduate degree required, preferably in business related major
Minimum 5-10 years of relationship management/sales experience within financial services
Certified Financial Planner
Extensive knowledge of financial, investment, and risk management 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
Demonstrated leadership capabilities
Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
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
Unlimited PTO
Paid Volunteer Time
Paid Parental Leave
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
Complimentary Food and Snacks
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.
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Email Alert for Vice President, Advisor jobs in Vancouver, WA, United States
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