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Summary
About the Role
About You
- Bachelor's Degree in Business, Finance, Economics, or a related field.
- 1-3 years of experience in investment advisory, asset management, or financial services.
- Excellent communication skills and ability to build strong relationships with clients and team members.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office (Outlook, Word, Excel).
- Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity).
Benefits
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks (PTO)
- Paid Volunteer Time
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
- Complimentary Food and Snacks
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $32.6 billion in client assets under management (as of 3/31/25). 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.