Director, Finance

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.

Summary The Director, Finance will be responsible for overseeing the financial operations of the organization, ensuring the accuracy and integrity of financial statements, managing financial reporting processes, and maintaining internal controls. This role involves supervising accounting staff, managing budgets, and ensuring compliance with regulatory requirements.

Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.