Senior Vice President, Advisor

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 our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Senior Vice President will join EP Wealth Advisors’ Founders Region in a unique opportunity to work closely with the firm’s co-founders and support some of the region’s most significant and longstanding client relationships. The role offers the opportunity to serve clients within an established $2.3 billion AUM practice while helping provide continuity and an exceptional client experience as key relationships transition over time.

In addition to serving clients, the Senior Vice President will provide coaching and development support to Wealth Advisors on the Founders team, helping strengthen the team and support continuity across key client relationships.