Provides fiduciary wealth management and financial planning services.
| Title |
|---|
| Financial Planning Manager - Torrance, Los Angeles, Valencia, Westlake, CA (Hybrid) Full Time · $124K-$146K · 7+ YOE Torrance or Los Angeles or Valencia or Westlake Village · Hybrid |
| Tax Manager - Wealth Management Full Time · $135K-$150K Washington or Oregon or California or Arizona or Utah · Remote |
| Vice President, Advisor (Boston) Full Time · $150K-$200K · 5+ YOE Norwood or Newburyport or Portsmouth · Onsite |
| Vice President, Advisor (San Luis Obispo) Full Time · $150K-$200K · 5+ YOE San Luis Obispo, California, United States · Onsite |
| Wealth Advisor (Denver) Full Time · $40K-$65K · 2+ YOE Denver, Colorado, United States · Onsite |
| Wealth Advisor (Westlake Village) Full Time · $60K-$120K · 2+ YOE Westlake Village, California, United States · Onsite |
| Associate Portfolio Manager - Wealth Management (Hybrid) Full Time · $79K-$110K · 3+ YOE Torrance, California, United States · Hybrid |
| Associate Wealth Advisor Full Time · $40K-$60K · 3+ YOE Brunswick, Maine, United States · Hybrid |
| Vice President, Advisor (Kirkland/Seattle) Full Time · $150K-$200K · 5+ YOE Kirkland or Seattle · Onsite |
| Financial Planning Associate -Irvine (Hybrid) Full Time · $70K-$94K · 2+ YOE Irvine, California, United States · Hybrid |
| Financial Planning Manager - San Diego, CA (Hybrid) Full Time · $105K-$138K · 7+ YOE San Diego, California, United States · Hybrid |
| Investment Operations Associate - Torrance (Hybrid) Full Time · $55K-$70K/yr · 1+ YOE Torrance, California, United States · Hybrid |
| Senior Client Relationship Associate - Phoenix, AZ (onsite) Full Time · $61K-$90K · 4+ YOE Phoenix, Arizona, United States · Onsite |
| Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid) Full Time · $85K-$116K · 3+ YOE Salt Lake City or Boise or Las Vegas · Hybrid |
| Chief Information Security Officer Full Time · 10+ YOE North America · Remote |
| Financial Planning Associate - Vancouver, WA Full Time · 0+ YOE Vancouver, Washington, United States · Onsite |
| Client Marketing Program Manager - (Hybrid) Full Time · $130K-$145K · 6+ YOE Torrance or Atlanta · Hybrid |
| Talent Management Coordinator - Torrance (Hybrid) Full Time · $65K-$73K · 2+ YOE Torrance, California, United States · Hybrid |
| Senior Financial Planner - Irvine (Hybrid) Full Time · $85K-$116K · 3+ YOE Irvine, California, United States · Hybrid |
| Senior Financial Planner - Phoenix, AZ Full Time · $85K-$116K · 5+ YOE Phoenix, Arizona, United States · Onsite |
| Senior Portfolio Manager - Wealth Management (Remote) Full Time · $160K-$180K · 7+ YOE United States · Remote |
| Data & Analytics Associate - Remote Full Time · $100K-$125K · 5+ YOE United States · Remote |
| Advanced Wealth Strategist - Wealth Management Full Time · $160K-$183K · 10+ YOE Torrance, California, United States · Remote |
| Portfolio Manager - Wealth Management (Hybrid) Full Time · $110K-$150K · 5+ YOE Torrance or Irvine · Hybrid |
| Senior Client Relationship Associate Full Time · $61K-$88K · 4+ YOE Exton, Pennsylvania, United States · Onsite |
| Activities | Wealth managementFinancial planningInvestment managementTax planningEstate planning |
| Headquarters | US |
| Industries | Wealth ManagementFinancial Services |
| Name | EP Wealth Advisors |
| Employees | 600 |
| Type | Private |
| Subsidiaries | Capital Insight PartnersExecutive Wealth ManagementRappaport Reiches Capital ManagementCornerCap Investment CounselWacker Wealth Partners |
| Tagline | Provides fiduciary wealth management and financial planning services. |
| Founded | 1,999 |
| Website | epwealth.com |
| Latest Funding Round | Private Equity |
| Latest Funding Year | 2,025 |
| Latest Investors | Ares Management |