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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Wealth Advisor role at EP Wealth Advisors involves providing comprehensive service to existing clients and assisting in developing new business through inbound leads. Working alongside a co-founder, the position offers a unique opportunity to learn how to build and scale a successful wealth management practice while developing a path toward becoming a lead advisor. The role focuses on delivering on core values of integrity, entrepreneurship, inclusion, and connection within a collaborative team environment.
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