Company · 13 open roles
Careers at EP Wealth Advisors
EP Wealth Advisors has 13 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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13 positions at EP Wealth Advisors
Senior Client Relationship Associate - Walnut Creek, CA (onsite)
EP Wealth Advisors·Walnut Creek, California, United States
Senior Client Relationship Associate - Walnut Creek, CA (onsite) at EP Wealth Advisors. Location: Walnut Creek, California, United States. Role: leading relationships, resolving issues, onboarding clients Requirements: Bachelor's degree required (Business/Finance/Economics prefer…
Senior Client Relationship Associate - Media, PA (On-Site)
EP Wealth Advisors·Media, Pennsylvania, United States
Senior Client Relationship Associate - Media, PA (On-Site) at EP Wealth Advisors. Location: Media, Pennsylvania, United States. Role: leading relationships, resolving issues, scheduling meetings Requirements: Bachelor's degree required; 4+ years in investment advisory/asset manag…
Senior Service Desk Analyst - Torrance, CA / Brighton, MI
EP Wealth Advisors·Torrance or Brighton
Senior Service Desk Analyst - Torrance, CA / Brighton, MI at EP Wealth Advisors. Location: Torrance or Brighton. Role: providing support, managing tickets, mentoring staff Requirements: 3+ years service-desk experience, ITIL knowledge, hands-on Microsoft Entra/Azure AD, Microsoft…
Wealth Advisor (Los Angeles)
EP Wealth Advisors·Los Angeles, California, United States
Wealth Advisor (Los Angeles) at EP Wealth Advisors. Location: Los Angeles, California, United States. Role: serve clients, qualify leads, coordinate team Requirements: Undergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial serv…
Managing Director, AI & Data Platforms
EP Wealth Advisors·United States
Managing Director, AI & Data Platforms at EP Wealth Advisors. Location: United States. Role: Define strategy, Govern data platform, Lead data products Requirements: Bachelor's degree in Computer Science, Engineering, Mathematics, Data Science, or related field; 10+ years in data …
Director, M&A Partnerships
EP Wealth Advisors·North America
Director, M&A Partnerships at EP Wealth Advisors. Location: North America. Role: Evaluate landscape, Lead mergers, Drive relationships Requirements: Bachelor’s or Master’s in Finance, Accounting or related field; 3-5 years M&A experience; proficient in Excel/PowerPoint; strong fi…
Vice President, Advisor (Newburyport)
EP Wealth Advisors·Newburyport, Massachusetts, United States
Vice President, Advisor (Newburyport) at EP Wealth Advisors. Location: Newburyport, Massachusetts, United States. Role: serve clients, generate referrals, maintain territory Requirements: Undergraduate degree in business; 5-10 years relationship management/sales in financial serv…
Wealth Advisor (Torrance)
EP Wealth Advisors·Torrance, California, United States
Wealth Advisor (Torrance) at EP Wealth Advisors. Location: Torrance, California, United States. Role: Serve clients, Qualify leads, Coordinate teams Requirements: Undergrad degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial services; CFP…
Vice President, Advisor (Boston)
EP Wealth Advisors·Norwood or Newburyport or Portsmouth
Vice President, Advisor (Boston) at EP Wealth Advisors. Location: Norwood or Newburyport or Portsmouth. Role: serving clients, generating business, maintaining territory Requirements: Undergraduate degree required; 5-10 years relationship management/sales in financial services; C…
Wealth Advisor (Westlake Village)
EP Wealth Advisors·Westlake Village, California, United States
Wealth Advisor (Westlake Village) at EP Wealth Advisors. Location: Westlake Village, California, United States. Role: serve clients, qualify leads, document interactions Requirements: Undergrad degree; Series 65; 2+ years relationship management/sales in financial services; pursu…
Wealth Advisor
EP Wealth Advisors·Vancouver, Washington, United States
Wealth Advisor at EP Wealth Advisors. Location: Vancouver, Washington, United States. Role: Serve clients, Qualify leads, Coordinate with advisory team Requirements: Undergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales with at least 1 yea…
Wealth Advisor
EP Wealth Advisors·Walnut Creek, California, United States
Wealth Advisor at EP Wealth Advisors. Location: Walnut Creek, California, United States. Role: manage clients, develop leads, coordinate workflows Requirements: Undergraduate degree; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing C…
Wealth Advisor
EP Wealth Advisors·San Diego, California, United States
Wealth Advisor at EP Wealth Advisors. Location: San Diego, California, United States. Role: serve clients, qualify leads, coordinate workflows Requirements: Undergraduate degree; Series 65; 2 years relationship management/sales in financial services; pursuing CFP preferred; CRM a…