Remote Jobs at EP Wealth Advisors
EP Wealth Advisors
Finance • B2C
EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.
201 - 500 employees
💸 Finance
👥 B2C
November 19
Job not on LinkedIn
Managing Director responsible for shaping investment strategies at EP Wealth Advisors. Overseeing operational processes and collaborating with teams to optimize performance.
November 15
Job not on LinkedIn
Senior Financial Planner creating customized financial plans for high net worth clients at EP Wealth Advisors. Collaborates with advisors and supports training and seminars while ensuring quality planning.
🏄 California – Remote
💵 $85k - $115.5k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
November 7
Job not on LinkedIn
Product Manager at EP Wealth Advisors driving digital strategy and enhancing client experience across financial platforms.
October 30
Data Engineer contributing to EP Wealth Advisors' first enterprise data platform initiative. Collaborating with technology teams and partners for a cloud-based data environment.
October 30
Data Analyst shaping data management and governance at EP Wealth Advisors. Collaborate with stakeholders and enhance decision-making across the firm.
October 24
Job not on LinkedIn
Head of Strategic Partnerships responsible for growth through custodial relationships and advisor performance at EP Wealth Advisors. Lead strategic initiatives ensuring high-quality partnership practices.
