Regional Director
EP Wealth Advisors
RemoteFull timeMid level$175,000-$275,000Posted today
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EP Wealth Advisors
Regional Directors act as catalysts for growth within their territory, empowering advisors, expanding regional presence, and strengthening the firm's client-focused culture. Reporting to the Divisional Leader, this role involves leading the development of a high-performing advisor team through coaching, professional development, and strategic business planning. The mission is to build a thriving regional office where advisors grow their practices, deliver exceptional client experiences, and align with the broader vision and values of EP Wealth.
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges to progress in their professional careers.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $31 billion in client assets under management (as of 12/31/24).
Headquarters
Walnut Creek, CA
Open jobs
33
Website
epwealth.com