EP Wealth Advisors Jobs in United States

Wealth Advisor is responsible for providing comprehensive service to clients and developing new business through inbound generated leads. · Undergraduate degree required in business related major. · Series 65 or equivalent. · Minimum 2 years of relationship management/sales exper ...

Job Description: · As an integral member of our branch office leadership team, you will oversee all client service and local oversight duties by partnering with regional directors and internal teams to ensure office operations run efficiently. · The Client Relationship Manager di ...

Wealth Advisor EP Wealth Advisors is a wealth management advisory firm with over $42.2 billion as of December 31, 2025. The firm has an inclusive environment that offers opportunities for associates to learn and grow in their careers. · ...

Overview · EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhan ...

Job Overview · The Client Relationship Manager will oversee all client service and local oversight duties within an office environment. · ...

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their sk ...

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their sk ...

We are hiring a Senior Financial Planner to work with advisors to create customized and comprehensive financial plans. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entreprene ...

We are hiring for a Wealth Advisor to provide comprehensive service to existing clients and develop new business through inbound generated leads. · ...

The Investment Operations Associate position will support the Director of Investments, Investment Operations Manager, Portfolio Managers and Advisors with day to day operations Our ideal candidate will have a demonstrated track record of delivering excellent client service with e ...

Wealth management advisory firm with over $40.5 billion in AUM as of September 30th, 2025. · Data entry related to account setup and security coding · Ensure data feed is established with multiple custodians, · Trade accounts to model, · Audit accounts quarterly, · Provide suppor ...

The Senior Service Desk IT Analyst provides Tier 1/2/3 support for moderate to complex technical issues while ensuring customer-first approach and strong organizational discipline. · Key ResponsibilitiesProvide Tier 1/2/3 service desk support for moderate to complex technical iss ...

Wealth Advisor Role · Join a dynamic team of client-focused professionals at EP Wealth Advisors in Denver, CO. · Work closely with branch team to provide comprehensive service to clients · ...

A wealth management advisory firm is seeking a Client Relationship Manager in Skokie, IL. This role involves overseeing client service, mentoring associates, and collaborating with various departments to ensure high-quality service. Candidates should have 7+ years in financial se ...

Regional Director · As a growth catalyst for your territory at EP Wealth Advisors, you will empower advisors to drive regional expansion while strengthening our client-focused culture. · Drive Growth and Business Planning: Partner with advisors to create individualized growth pla ...

The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operation ...

Client Relationship Associate · Partner with wealth advisory, financial planning, and internal support teams to contribute to client satisfaction, retention, and growth. · Key responsibilities include: · <ol type= ...

A leading wealth management advisory firm in Los Angeles is seeking a Senior Financial Planner. This hybrid role involves creating comprehensive financial plans, training advisors, and conducting client seminars. Candidates should have a CFP designation, strong financial planning ...

EP Wealth Advisors is a wealth management advisory firm with over $42.2 billion serving high net worth individuals. · ...

Wealth Advisor at EP Wealth Advisors in Denver. · Provide comprehensive service to assigned clients and assist in developing new business through leads. · ...