Portsmouth, NH · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Portsmouth, NH · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Newburyport, MA · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Newburyport, MA · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Norwood, MA · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Norwood, MA · On-site
$150 - $200/hr
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and ...
Walnut Creek, CA · On-site
$175K - $275K/yr
Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth ... Partner with the Associate Divisional Leader and internal teams - financial planning, client ...
Walnut Creek, CA · On-site
$175K - $275K/yr
Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth ... Partner with the Associate Divisional Leader and internal teams - financial planning, client ...
Venice, FL · On-site
$80 - $120/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Venice, FL · On-site
$80 - $120/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Walnut Creek, CA · Hybrid
$175K - $275K/yr
Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth ... Partner with the Associate Divisional Leader and internal teams - financial planning, client ...
Walnut Creek, CA · Hybrid
$175K - $275K/yr
Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth ... Partner with the Associate Divisional Leader and internal teams - financial planning, client ...
Austin, TX · On-site
$90 - $150/hr
About EPWA EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion ... EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow and ...
Austin, TX · On-site
$90 - $150/hr
About EPWA EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion ... EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow and ...
Torrance, CA · On-site
$110K - $145K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
Torrance, CA · On-site
$110K - $145K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
Torrance, CA · On-site
$110K - $145K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
Torrance, CA · On-site
$110K - $145K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Luis Obispo, CA · Hybrid
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Luis Obispo, CA · Hybrid
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Luis Obispo, CA · On-site
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Luis Obispo, CA · On-site
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Torrance, CA · On-site
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Torrance, CA · On-site
$60K - $170K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Kirkland, WA · Hybrid
$150K - $200K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Kirkland, WA · Hybrid
$150K - $200K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Torrance, CA · Hybrid
$60K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Torrance, CA · Hybrid
$60K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Diego, CA · Hybrid
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
San Diego, CA · Hybrid
$60K - $120K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
Torrance, CA · On-site
$160K - $183K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
Torrance, CA · On-site
$160K - $183K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax ...
$150 - $200/hr
Other
PTO
Posted 5 days ago
EP Wealth Advisors is seeking a Vice President to provide comprehensive services to clients and support advisor teams. This full-time role is integral to maintaining strong client relationships and driving business development initiatives.
The ideal candidate will possess a business-related degree, 5-10 years of relevant experience, and be a Certified Financial Planner. Competitive compensation is offered, with a base salary of $150,000 - $200,000 plus commission.
EP Wealth Advisors fosters a collaborative environment and offers extensive benefits including unlimited PTO and flexible work schedules.
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Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
Torrance, CA, US
1999