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EpwealthMarketing

Wealth Consultant - Denver, CO (Hybrid)

Denver COonsitemid

Posted 2 days ago · via Lever

About this role

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.…

Read the full description on Epwealth's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: outreach

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Denver CO. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

outreach

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