---
title: 'Wealth Consultant - Denver, CO (Hybrid) at EP Wealth Advisors'
canonical: 'https://feeny.ai/job/wealth-consultant-denver-co-hybrid-ep-wealth-advisors-denver-f115whg26ess'
type: 'job'
last_seen: '2026-09-13'
---

# Wealth Consultant - Denver, CO (Hybrid) at EP Wealth Advisors

- **Company:** EP Wealth Advisors
- **Location:** Denver, CO
- **Compensation:** $72k–$85k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-20
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/epwealth/7f590a95-6819-48a8-8c3d-3b38aaa00813

## Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion 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. The Wealth Consultant is a performance-driven, outbound sales role focused on converting marketing-generated prospects into qualified Discovery Meetings for Financial Advisors. This role is responsible for proactive outreach, including calls, emails, and text messages, to engage prospective clients, uncover needs, and schedule high-quality introductory meetings. In addition to individual sales performance, the Wealth Consultant plays an important role in elevating team effectiveness by sharing best practices, coaching peers informally, and contributing insights that improve lead conversion outcomes. This position is ideal for a results-oriented professional who thrives in a fast-paced environment and is motivated by measurable impact. Duties and Responsibilities Proactively contact marketing-generated prospects through outbound calls, emails, and text messaging to initiate conversations and assess interest. Qualify prospects based on defined criteria and schedule Discovery Meetings with the appropriate Financial Advisor. Consistently meet or exceed individual performance goals related to outreach activity, contact rates, meeting set rates, and conversion outcomes. Accurately document all prospect interactions, outcomes, and next steps in the CRM system. Maintain a strong understanding of EP Wealth’s value proposition to confidently and clearly articulate it to prospective clients. Collaborate closely with Advisors and marketing partners to ensure a smooth handoff of qualified opportunities. Share successful techniques, messaging, and objection-handling strategies with peers to improve team-wide performance. Provide informal coaching and peer support by modeling best practices and contributing to team learning sessions. Adhere to all firm policies, procedures, and compliance standards. Perform additional duties as assigned to support lead conversion and growth objectives.

## Skills and Competencies

Strong verbal and written communication skills with the ability to build rapport quickly. High comfort level with outbound prospecting and consultative sales conversations. Results-oriented mindset with the ability to perform in a goal- and metrics-driven environment. Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times. Ability to manage high volumes of outreach activity while maintaining attention to detail. Collaborative approach with a willingness to share knowledge and help elevate peers. Proficiency in CRM systems and standard business applications

## Qualifications

Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent relevant experience. 1+ years in outbound sales, lead generation, or as Sales Development Representative Series 65 or equivalent (or ability to obtain within 60 days)

## Basic knowledge of financial and investment concepts

Prior experience in sales, call center, lead qualification, or outbound prospecting roles strongly preferred. Ability to overcome objections, highly resilient, and comfortable handling rejection Experience in Financial Services Industry with a foundational understanding of investment and finance topics

## 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 3 Weeks 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

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.

## About EP Wealth Advisors

## Company Overview
- **One-liner**: EP Wealth Advisors is a fee-only independent wealth management firm providing investment management, financial planning, and tax services to individuals, families, and retirement plans.
- **Entity Type**: Private (institutional investor: Project EPIC Acquisition LLC ("EPIC") holds a principal stake alongside EPWA Inc. in the parent holding company)
- **Headquarters**: Torrance, California, USA
- **Founded**: 2004 (through predecessor firm Premier Financial Management; the firm's SEC-registered advisory lineage dates to 1999)
- **Founders**: Brian Parker, Derek Holman (co-founders of Premier Financial Management), and Stephanie Enright (veteran advisor whose firm merged with Premier to create EP Wealth Advisors)

## Core Business
- **Primary industry**: Financial Services — Wealth Management / Investment Advisory
- **Target customers**: High-net-worth individuals, families, and institutional retirement plans (predominantly B2C, with retirement-plan services for employers)
- **Mission or purpose statement**: "To understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives... your peace of mind." Internally, the firm describes its mission as "enriching the lives of clients and our team members."

## Products & Services
- **Investment Management**: Discretionary and non-discretionary portfolio management, including access to private funds, hedge funds, and alternative investments for qualifying clients.
- **Financial Planning**: Comprehensive, individualized wealth planning delivered through a deep bench of CFPs, estate planners, and tax professionals.
- **Tax Preparation & Services**: Integrated tax services offered alongside investment and planning work.
- **Retirement Plan Advisory Services**: Dedicated advisory offering for employer-sponsored retirement plans (approximately $617M in client assets as of Feb 2025).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Assets Under Management — $44.1B (as of 3/31/26 per LinkedIn); $42.2B (per the firm's advisor recruiting page); $35.57B (per SEC Form ADV, Feb 29, 2025). The figures reflect a consistent growth trajectory rather than conflicting reports.
- **Notable Investors/Partners**: Project EPIC Acquisition LLC ("EPIC") — principal investor in EP Wealth Advisors Holdings, LLC; EPWA Inc. — co-investor/owner.
- **Growth Signals**: 600+ employees; 60+ offices coast-to-coast; named a USA Today Top Workplace for 2025 (first time, based on employee surveys); continued national expansion and advisor recruiting.

## Competitive Advantages
- **Independent fiduciary model**: Fee-only structure with no commissions — the model co-founders built specifically to fix what they saw as misaligned incentives at "big brand firms."
- **Institutional-grade capabilities at private-client scale**: Clients receive extensive planning and investment services "typically reserved for families of extreme wealth."
- **Integrated platform**: Dedicated Financial Planning, Client Service, Portfolio Management, and Operations teams allow advisors to focus on clients rather than administrative work.
- **Deep expertise bench**: In-house CFPs, estate planning professionals, tax professionals, and portfolio managers supporting advisors and clients.
- **Relationship-driven culture**: Co-founders have been friends since grade school, and the firm's values emphasize long-term client relationships over transactions.

## Strategic Focus
- **National expansion**: Building a true coast-to-coast presence through new offices and advisor acquisitions.
- **Advisor growth & recruiting**: Actively recruiting planners, junior advisors, and seasoned advisors with books of business, offering industry-leading payouts, lead flow, and partnership paths.
- **Talent pipeline development**: The EP Fellowship Program — a 6-month hands-on experience working side-by-side with EP leaders on client-facing programs — is a key channel for developing future leaders.
- **Continued AUM growth**: Scaling from $35.6B (Feb 2025) to $44.1B (Mar 2026) demonstrates an aggressive growth agenda.

## Why Work Here
- **Recognition**: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback.
- **Work-life integration**: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays.
- **Benefits package**: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching.
- **Culture**: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation.
- **Career development**: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business.
- **Security note for applicants**: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying.
- **Application portal**: Open roles are posted via [jobs.lever.co/epwealth](https://jobs.lever.co/epwealth).

## Sources
1. [linkedin.com](https://linkedin.com/company/ep-wealth-advisors)
2. [epwealth.com](https://www.epwealth.com/careers)
3. [adviserinfo.sec.gov](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972648)
4. [epwealth.com](https://www.epwealth.com/our-story)
5. [epwealth.com](https://www.epwealth.com/financial-advisor-recruiting)
6.

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