HomeEmployersep wealth advisors
ep wealth advisors

ep wealth advisors

epwealth.comlever
51
Reputation
Mid
46 open positions
Last updated Aug 21, 2026
Founded 2004
350 employees
Remote23%
Hybrid58%
On-site19%
Salary shown87%
Avg. listing14d
This month42 new · 0 closed
ep wealth advisorsep wealth advisors·Torrance Ca·Hybrid

Associate Portfolio Manager - Torrance (Hybrid)

$79k–$110k/year
73
High

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 chal

Project & Program ManagementPortfolio ManagerFull TimeMid
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3 0 0 4d ago
ep wealth advisorsep wealth advisors·Menlo Park Ca·Hybrid

Client Relationship Associate - Menlo Park, CA

$24.03–$33.65/hour
73
High

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 chal

OtherAssociateFull TimeMid
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3 0 0 8d ago
ep wealth advisorsep wealth advisors·Brighton Mi·On-site

Senior Client Relationship Associate - Brighton, MI (onsite)

$61k–$90k/year
71
High

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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

OtherAssociateFull TimeSenior
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3 0 0 9d ago
ep wealth advisorsep wealth advisors··Hybrid

Vice President, Advisor (all locations)

$150k–$200k/year
73
High

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 chal

OtherAdvisorFull TimeExecutive
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6 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Senior Financial Planner Salt Lake City, Boise. Las Vegas

$85k–$120k/year
80
High

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 chal

OtherFinancial PlannerFull TimeSenior
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3 0 0 14d ago
ep wealth advisorsep wealth advisors·Phoenix Az·On-site

Senior Financial Planner

$85k–$120k/year
71
High

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 chal

OtherFinancial PlannerFull TimeSenior
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4 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Financial Planning Manager - Utah, Idaho, Nevada

$124k–$146k/year
80
High

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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

Finance & AccountingFinancial PlanningFull TimeMid
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2 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Senior Financial Planner (S. California PST Time Zone)

$85k–$120k/year
80
High

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 chal

OtherFinancial PlannerFull TimeSenior
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3 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Tax Administrator (California)

$58k–$64k/year
80
High

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 chal

OtherAdministratorMid
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1 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Tax Accountant

$80k–$95k/year
80
High

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 chal

Finance & AccountingTax SpecialistFull TimeMid
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1 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Trust & Estate Tax Manager

$140k–$159k/year
80
High

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 chal

Finance & AccountingTax SpecialistFull TimeMid
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1 0 0 14d ago
ep wealth advisorsep wealth advisors·Vancouver Wa·Hybrid

Financial Planning Associate - Seattle, Vancouver, Redwood City

$70k–$94k/year
73
High

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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

Finance & AccountingFinancial PlanningFull TimeMid
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2 0 0 14d ago
ep wealth advisorsep wealth advisors·San Diego Ca·Hybrid

Financial Planning Manager

$124k–$146k/year
73
High

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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

Finance & AccountingFinancial PlanningFull TimeMid
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2 0 0 14d ago
ep wealth advisorsep wealth advisors·Torrance Ca·Remote · Worldwide

Associate Wealth Strategist - Southern, CA

$110k–$145k/year
80
High

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 chal

OtherWealth StrategistFull TimeMid
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1 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Advanced Wealth Strategist - Southern, CA

$163k–$183k/year
80
High

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 chal

OtherWealth StrategistFull TimeMid
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2 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Trust & Estates Administration Coordinator

$85k–$100k/year
80
High

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 chal

OtherCoordinatorFull TimeMid
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0 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Director, Head of Total Rewards

68
Med

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 chal

OtherTotal RewardsFull TimeExecutive
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2 0 0 14d ago
ep wealth advisorsep wealth advisors··Remote · Worldwide

Director, M&A Partnerships

68
Med

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 chal

OtherPartnershipsFull TimeExecutive
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5 0 0 14d ago
ep wealth advisorsep wealth advisors·Irvine Ca·Hybrid

Senior Financial Planner

$85k–$120k/year
73
High

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 chal

OtherFinancial PlannerFull TimeSenior
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2 0 0 15d ago
ep wealth advisorsep wealth advisors·Seattle Wa·On-site

Senior Client Relationship Associate - Seattle, WA (On-site)

$61k–$90k/year
71
High

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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

OtherAssociateClient Services AssociateFull TimeSenior
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3 0 0 15d ago