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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $22.9 billion in client assets under management (as of 3/31/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Remote model
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Hires remotely from
1 country
Hires remotely from
Live jobs
Trust & Estate Tax Manager - Wealth Management Remote -Washington, Oregon, California, Arizona, or Utah
Senior Financial Planner - Remote (PST Time Zone)
Senior (5-10 years)
Director, M&A Partnerships
Expert & Leadership (>10 years)
Last 90 days vs. the 90 days before
Rolling 12 months
Peak month
Mar · 20roles
Avg / month
2.4 roles
Momentum
-100% QoQ
What people ask before applying to EP Wealth Advisors
EP Wealth Advisors currently has 3 open remote roles listed on Jobgether. Open any role from the list on this page to see the details and apply directly.
EP Wealth Advisors has 201–500 employees.
EP Wealth Advisors operates in Asset & Wealth Management.
EP Wealth Advisors was founded in 2004.
See which EP Wealth Advisors roles match your profile, requirement by requirement, before you send a single application.
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