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 seeks a Managing Director, Portfolio Implementation to lead a team of approximately 25 professionals and oversee the scalable, controlled, and tax-aware implementation of investment strategies across client portfolios.
EP Wealth Advisors is seeking a remote Associate Director, Technology Support Services to lead and scale employee-facing IT support operations, improving service quality, operational discipline, and support effectiveness across its growing wealth management organization.
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 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.
