Jobs at EP Wealth Advisors

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.

Process vendor invoices, ensure proper coding and approvals, and handle payment processing (ACH, wire, credit card, checks). Monitor AP inboxes, respond to vendor inquiries, maintain vendor records and documentation, assist with reconciliations, and improve efficiency using ERP and AP automation tools.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, coordinate with portfolio management, operations, and financial planning, document interactions in CRM, support marketing referrals, ensure compliance with regulations and firm policies, and assist business development and client retention efforts.

Provide comprehensive service to assigned clients, qualify inbound leads, support advisor team preparation and workflow, document interactions in CRM, coordinate with portfolio management/operations/financial planning, ensure compliance, and help achieve business development and client retention goals.

Support senior portfolio managers by administering client investments, monitoring allocations and cash, executing rebalances and trades, producing reports, maintaining portfolio data, working with compliance, and collaborating with advisors on proposals.

Analyze high-net-worth client portfolios and tax situations to design and present multi-year estate, income, gift, and charitable planning strategies. Partner with advisors, Advanced Wealth Strategists, Family Office Services, and external professionals to coordinate implementation, support client meetings, and lead service offerings to drive business development and client retention.

Provide comprehensive service to assigned high-net-worth clients, support lead qualification and internal marketing, coordinate with portfolio management and operations for meeting preparation, document interactions in CRM, ensure compliance with regulatory and company policies, and help drive client retention and business development.

Provide advanced estate, income, gift, and charitable planning for ultra high-net-worth clients. Analyze portfolios and tax circumstances, design multi-year wealth transfer strategies, present recommendations alongside advisors, coordinate with CPAs and attorneys, and support implementation and business development. Serve as subject matter expert and collaborate cross-functionally to deliver integrated, client-facing solutions.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor associates, improve workflows, support M&A integration, and develop new service offerings while maintaining strong client relationships.