Remote Jobs at EP Wealth Advisors
Find your next remote opportunity · 6 Open Positions
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $36.4 billion in client assets under management (as of 6/30/25).
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.
Senior Financial Planner
EP Wealth Advisors
Senior Financial Planner creating customized financial plans for high net worth clients at EP Wealth Advisors. Collaborates with advisors and supports training and seminars while ensuring quality planning.
Product Manager
EP Wealth Advisors
Product Manager at EP Wealth Advisors driving digital strategy and enhancing client experience across financial platforms.
Data Engineer
EP Wealth Advisors
Data Engineer contributing to EP Wealth Advisors' first enterprise data platform initiative. Collaborating with technology teams and partners for a cloud-based data environment.
Data Analyst
EP Wealth Advisors
Data Analyst shaping data management and governance at EP Wealth Advisors. Collaborate with stakeholders and enhance decision-making across the firm.
Head of Strategic Partnerships
EP Wealth Advisors
Head of Strategic Partnerships responsible for growth through custodial relationships and advisor performance at EP Wealth Advisors. Lead strategic initiatives ensuring high-quality partnership practices.
Tax Manager
EP Wealth Advisors
Tax Manager at EP Wealth Advisors implementing tax strategies for UHNW clients. Responsible for developing comprehensive tax plans and managing client relationships while ensuring regulatory compliance.
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