Jobs at EP Wealth Advisors

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.

Process vendor invoices, ensure proper coding and approvals, and handle payment processing (ACH, wire, credit card, checks). Monitor AP inboxes, respond to vendor inquiries, maintain vendor records and documentation, assist with reconciliations, and improve efficiency using ERP and AP automation tools.

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.

Lead EP Wealth's enterprise AI and data platform strategy and execution, building Snowflake-based data platforms, governance, AI enablement, agentic integrations, MLOps practices, and enterprise-grade controls. Partner with Product, Salesforce, Cyber/Legal, and business teams to translate platform investments into measurable business outcomes, run governance and risk controls, and drive adoption and operational excellence across data products and AI workflows.

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.

Provide comprehensive wealth management services to high-net-worth clients, generate business via referrals and marketing, support advisor team development, coordinate with internal teams, maintain CRM records, ensure compliance, and support business development and client retention activities.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, coordinate with portfolio management, operations, and financial planning, document interactions in CRM, support marketing referrals, ensure compliance with regulations and firm policies, and assist business development and client retention efforts.

Serve as primary client contact for account maintenance, cash management, distributions, and reporting. Coordinate with advisors, planners, and operations to execute requests, onboard new clients, prepare paperwork, schedule and support meetings, document CRM interactions, resolve client issues, develop custodian/vendor relationships, and mentor junior associates.

Coordinate and manage estate planning review workflow, perform initial quality reviews of estate and trust documents and AI-generated summaries, ensure completeness and accuracy, liaise with attorneys and advisors, maintain records and CRM, schedule and coordinate deliverables, and identify process and technology improvements.

Provide comprehensive service to assigned clients, qualify inbound leads, support advisor team preparation and workflow, document interactions in CRM, coordinate with portfolio management/operations/financial planning, ensure compliance, and help achieve business development and client retention goals.