EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.
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EP Wealth Advisors is seeking an Advanced Wealth Strategist to support ultra high-net-worth clients with estate, tax, gift, and charitable planning from its Southwest division.
EP Wealth Advisors is hiring a Senior Financial Planner to partner with advisors in creating and delivering customized financial plans for high-net-worth clients across the region.
EP Wealth Advisors is hiring a Director, M&A Partnerships to lead merger and acquisition transactions and strategic partnership efforts across the organization.
EP Wealth Advisors is seeking a Director, Head of Total Rewards to lead the strategy and administration of compensation, benefits, and recognition programs for a growing wealth management firm.
EP Wealth Advisors is hiring a Senior Financial Planner to work with advisors and clients across the region to build and deliver customized financial plans while supporting planning processes and client service growth.
