Jobs at EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm. It provides investment management, retirement planning, estate planning, tax planning, business planning, and related wealth management services to individuals, families, and business owners.
- Industry
- Banking & Insurance, Legal & Professional Services
- Company size
- 501–1,000 employees
- Stage
- Private Equity
- Open roles
- 23
- Financial Planning Associate - Walnut Creek/Alamo/San Luis Obispo (Hybrid)Walnut Creek, CAFull-time · Hybrid$70,000–93,500
- Senior Financial Planner - Walnut Creek/Alamo, CAWalnut Creek, CAFull-time · Hybrid$85,000–120,000
- Financial Planning Associate - PhoenixPhoenix, AZFull-time · On-site$70,000–93,500
- Senior Financial Planner - PhoenixPhoenix, AZFull-time · On-site$85,000–120,000
- Client Relationship Associate - Palm Beach Gardens, FLPalm Beach Gardens, FLFull-time · Hybrid$24–35 / hr
- M&A Partnerships Associate (Hybrid)United StatesFull-time · Remote$76,000–96,000
- Vice President, AdvisorUnited StatesFull-time · Hybrid$150,000–200,000
- ControllerTorrance, CAFull-time · Hybrid$210,000–236,000
- Associate Director, Investment OperationsTorrance, CAFull-time · Hybrid$108,000–120,000
- Vice President, AdvisorAtlanta, GAFull-time · Hybrid$150,000–200,000
- Integrated Marketing SpecialistUnited StatesFull-time · Remote$80,000–100,000
- Wealth AdvisorRedwood City, CAFull-time · Hybrid$60,000–120,000
- Senior Financial Planning and Analysis AnalystTorrance, CAFull-time · Hybrid$100,000–140,000
- Client Relationship Associate - Irvine, CAIrvine, CAFull-time · Hybrid$22–31 / hr
- Managing Director, Head of Portfolio ImplementationUnited StatesFull-time · Remote—
- Senior Vice President, AdvisorTorrance, CAFull-time · Hybrid$150,000–250,000
- Wealth AdvisorDenver, COFull-time · On-site$40,000–120,000
- Associate Divisional LeaderLos Angeles, CAFull-time · On-site$145,000–220,000
- Compliance Analyst - Torrance, West LA, San Francisco, Walnut Creek, Phoenix, Philadelphia, Boston (Hybrid) (copy)Torrance, CAFull-time · Hybrid$78,000–105,000
- Senior Service Desk AnalystSalt Lake City, UTFull-time · On-site$42–48 / hr
- Associate Director, Technology Support Services (Remote in PST/MST/CST)United StatesFull-time · Remote$150,000–175,000
- Senior Client Relationship Associate - DenverDenver, COFull-time · On-site$60,500–90,000
- Wealth AdvisorBerkeley, CAFull-time · On-site—
See all 23 EP Wealth Advisors roles
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