EP Wealth Advisors

Financial Planning Manager - Salt Lake City, Utah

Financial Planning Manager

CFP designation required; 7+ years client-facing financial services experience including tax/estate planning; 3+ years in team management; strong client relationship and communication skills; proficiency in financial planning software (eMoney, Holistiplan)

Wealth Advisor

Undergraduate degree; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing CFP; basic finance concepts; strong communication; CRM and MS Office proficiency.

Undergraduate degree required; Series 65; 2+ years relationship management/sales in financial services; CFP preferred; CRM and MS Office proficiency.

Undergraduate degree; Series 65 or equivalent; 2+ years relationship management/sales in financial services; pursuing CFP preferred; strong CRM and MS Office knowledge.

Undergraduate degree required; Series 65 or equivalent; 2+ years relationship management/sales with at least 1 year in financial services; pursuing CFP; basic financial/investment knowledge; strong communication and CRM/Microsoft Office skills.

Undergraduate degree; Series 65; 2 years relationship management/sales in financial services; pursuing CFP preferred; CRM and MS Office proficiency.

EP Wealth Advisors, LLC

Undergraduate degree required; Series 65; 2+ years relationship management/sales in financial services; CFP plan preferred; strong communication and CRM skills.

Regional Director

Bachelor’s degree required; 20+ years wealth management experience; CFP designation or willingness to obtain; strong coaching and leadership skills.

Vice President, Advisor

Vice President

Undergraduate degree required; 5-10 years of relationship management/sales in financial services; Certified Financial Planner; strong communication; CRM and Microsoft Office proficiency; leadership ability.

Title	Location	Date
Financial Planning Manager - Salt Lake City, Utah Full Time · $105K-$138K · 7+ YOE Salt Lake City, Utah, United States · Onsite	Salt Lake City, Utah, United States Onsite	Feb 17, 2026
Wealth Advisor Full Time · $40K-$45K · 2+ YOE Brunswick, Maine, United States · Onsite	Brunswick, Maine, United States Onsite	Jan 30, 2026
Wealth Advisor Full Time · $40K-$65K · 2+ YOE Irvine, California, United States · Onsite	Irvine, California, United States Onsite	Jan 16, 2026
Wealth Advisor Full Time · $60K-$120K · 2+ YOE Walnut Creek, California, United States · Onsite	Walnut Creek, California, United States Onsite	Jan 16, 2026
Wealth Advisor Full Time · $40K-$120K · 2+ YOE Vancouver, Washington, United States · Onsite	Vancouver, Washington, United States Onsite	Jan 16, 2026
Wealth Advisor Full Time · $40K-$65K · 2+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Jan 14, 2026
Wealth Advisor Full Time · $60K-$120K · 2+ YOE Berkeley, California, United States · Onsite	Berkeley, California, United States Onsite	Nov 7, 2025
Regional Director Full Time · $175K-$275K · 20+ YOE Walnut Creek, California, United States · Hybrid	Walnut Creek, California, United States Hybrid	Nov 7, 2025
Vice President, Advisor Full Time · $150K-$200K · 5+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Sep 12, 2025

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

EP Wealth Advisors

About EP Wealth Advisors