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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Regional Director at EP Wealth Advisors serves as both a leader and practitioner, driving regional expansion and empowering a high-performing advisor team through coaching and strategic business planning. This role focuses on fostering a collaborative culture, enhancing client experiences, and supporting talent management to build a thriving regional office. The position requires a proven track record in wealth management leadership and a passion for developing financial advisors.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.
34% above the average for this role