HomeEmployersep wealth advisors
ep wealth advisors

ep wealth advisors

51
Reputation
Mid
55 open positions
Last updated Sep 3, 2026
Founded 2004
350 employees
Remote19%
Hybrid61%
On-site20%
Salary shown88%
Avg. listing14d
This month1 new · 0 closed
ep wealth advisorsep wealth advisors·Vancouver Wa·Hybrid

Financial Planning Associate - Seattle, Vancouver, Redwood City (Hybrid)

$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 27d 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 27d 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 27d 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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3 0 0 27d 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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1 0 0 27d 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 27d 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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6 0 0 27d 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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3 0 0 28d 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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4 0 0 28d ago
ep wealth advisorsep wealth advisors·Torrance Ca·Hybrid

Compliance Associate- Torrance-CA, Salt Lake City-UT, Media-PA, Boston-MA (Hybrid)

62
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

OtherCompliance AssociateFull TimeMid
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2 0 0 28d ago
ep wealth advisorsep wealth advisors·Walnut Creek Ca·On-site

Senior Client Relationship Associate - Walnut Creek (hybrid)

$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

OtherAssociateWalnut CreekFull TimeSenior
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3 0 0 28d ago
ep wealth advisorsep wealth advisors·Vancouver Wa·Hybrid

Senior Financial Planner - Seattle, Vancouver, Redwood City (Hybrid)

$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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4 0 0 28d ago
ep wealth advisorsep wealth advisors·Norwood Ma·Hybrid

Wealth Advisor

$40k–$120k/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

OtherWealth AdvisorFull TimeMid
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1 0 0 28d ago
ep wealth advisorsep wealth advisors·Westlake Village Ca·Hybrid

Wealth Advisor

$60k–$120k/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

OtherWealth AdvisorFull TimeMid
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3 0 0 28d ago
ep wealth advisorsep wealth advisors·Walnut Creek Ca·Hybrid

Wealth Advisor

$60k–$120k/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

OtherWealth AdvisorFull TimeMid
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4 0 0 28d ago
ep wealth advisorsep wealth advisors·Torrance Ca·Hybrid

Wealth Advisor

$60k–$170k/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

OtherWealth AdvisorFull TimeMid
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3 0 0 28d ago
ep wealth advisorsep wealth advisors·San Diego Ca·Hybrid

Wealth Advisor

$60k–$120k/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

OtherWealth AdvisorFull TimeMid
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3 0 0 28d ago
ep wealth advisorsep wealth advisors·Los Angeles Ca·Hybrid

Wealth Advisor

$60k–$120k/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

OtherWealth AdvisorFull TimeMid
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2 0 0 28d ago
ep wealth advisorsep wealth advisors·San Luis Obispo Ca·Hybrid

Wealth Advisor

$60k–$120k/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

OtherWealth AdvisorFull TimeMid
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2 0 0 28d ago
ep wealth advisorsep wealth advisors·Tampa Fl·Hybrid

Vice President, Client Development

62
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

OtherDevelopmentFull TimeExecutive
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1 0 0 28d ago