Jobs at EP Wealth Advisors

Lead enterprise learning strategy and programs (onboarding, leadership, mentorship, early-career), design scalable learning solutions, manage vendors/budgets, drive performance management and talent processes, coach a small team, measure learning impact, and partner with HR and business leaders to align development with organizational goals.

Provide comprehensive service to assigned high-net-worth clients and help develop new business from inbound leads. Coordinate with branch and advisory teams for client meeting preparation, document interactions in CRM, qualify leads for internal marketing, ensure compliance with policies and regulatory requirements, and perform related tasks to support client retention and business development.

Support delivery of tax compliance, planning, and consulting for high-net-worth individuals, families, trusts, estates, and closely held businesses. Review tax returns and workpapers, coordinate with external preparers, prepare tax projections and analysis, research federal/state tax matters, respond to notices, and collaborate with advisors and planners to identify opportunities and improve client outcomes.

Drive organic growth across an assigned territory by developing referral and partner relationships, prospecting HNW/UHNW clients, leading complex sales cycles, collaborating with advisors to craft proposals, managing pipeline and CRM, closing business, and ensuring a seamless handoff and client experience.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, conduct ongoing research, and lead client seminars and implementation of financial strategies.

Serve as primary client contact for account maintenance, onboarding, cash management, and investment reporting; collaborate with advisors and internal teams to resolve issues, prepare account paperwork, schedule and support meetings, document CRM activity, and mentor junior associates to ensure high client satisfaction and retention.

Lead regional growth by developing strategic referral and partner relationships, prospecting and closing high-net-worth clients, managing complex sales cycles, collaborating with advisors for seamless handoffs, maintaining pipeline and CRM accuracy, representing the firm at events, and meeting revenue targets.

Serve as primary client contact for account maintenance, cash management, onboarding, and reporting. Collaborate with advisors and internal teams to resolve issues, prepare account paperwork, manage meeting logistics, maintain CRM records, and mentor junior associates to support client satisfaction and retention.

Lead creation and delivery of customized financial plans for high-net-worth clients, oversee planning processes, mentor junior staff, streamline team workflows, support M&A integration, and drive service and software improvements to enhance client relationships and firm offerings.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, support business development, coordinate meeting preparation with portfolio management, operations, and financial planning, document interactions in CRM, ensure compliance with regulatory requirements and company policies, and perform tasks to support client retention and firm growth.

Manage and develop regional financial planning team, oversee workflows and training, create advanced customized wealth plans for high-net-worth clients, collaborate with advisors, improve processes and tools, and lead local client events and service offerings.

Provide comprehensive wealth management services to a designated client base, generate new business via referrals and marketing, support advisor team development, collaborate with internal teams, maintain CRM records, and ensure compliance while driving client retention and territory growth.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.

Provide comprehensive wealth management services and business generation for high-net-worth clients. Lead and develop advisor teams, expand referral networks and territory, coordinate with internal portfolio, operations, and planning teams, ensure compliance, document client interactions in CRM, and support firm initiatives for client retention and business development.

Support advisors by creating, reviewing, and delivering customized financial plans for clients (typically $1M–$2M AUM), manage planning processes, implement recommendations, maintain client documentation, assist mentorship and M&A integration, research market and legislative changes, and improve planning tools and workflows.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve planning tools and service offerings, and present recommendations to clients while ensuring accurate documentation and regulatory awareness.

Lead regional growth by coaching and developing advisor teams, driving business development and recruitment, overseeing advisor transitions and performance, improving client experience, and championing firm initiatives and technology to expand assets and retain high-net-worth clients.

Serve as primary client contact for account maintenance, cash management, distributions, onboarding, and reporting. Collaborate with advisors and internal teams to resolve issues, prepare account paperwork, manage meetings, document CRM interactions, and mentor junior associates to support client satisfaction and retention.

Provide comprehensive wealth advisory services to high-net-worth clients, generate new business through referrals and marketing, support senior leadership in business continuity and reporting, coordinate with investment, operations, and financial planning teams, document client interactions in CRM, and assist in advisor development and firm initiatives while ensuring compliance and quality.

Provide comprehensive service to an assigned book of high-net-worth clients, qualify inbound leads, support branch and advisory teams in client meeting preparation and workflows, document interactions in CRM, ensure compliance, and contribute to business development and client retention.