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EP WEALTH ADVISORS ADMIN LLC jobs

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FINANCIAL PLANNING MANAGER

Develop consistent onboarding training program for new hires Develop and maintain ongoing training for current team members and advisors Continue to develop internal process materials for training purposes Work with our Director o...

CompanyEp Wealth Advisors Admin Llc
AddressCalifornia, United States
CategoryAccounting/Finance
Salary$130,000 - $155,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Financial Planning Manager

Ep Wealth Advisors Admin Llc

California, United States

$130,000 - $155,000 a year

Develop consistent onboarding training program for new hires Develop and maintain ongoing training for current team members and advisors Continue to develop internal process materials for training purposes Work with our Director o...

2 weeks ago seen See more...

Office Services Associate

Ep Wealth Advisors Admin Llc

Redwood City, CA

$24 - $26 an hour

Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar Partner directly with client relationship support, wealth a...

2 weeks ago seen See more...

Business Systems Analyst

Ep Wealth Advisors Admin Llc

Remote

$100,000 - $130,000 a year

Requirements Gathering and Analysis:Engage with stakeholders across different departments to elicit and analyze business needs and objectives.Conduct comprehensive analysis of existing business processes and systems to identify op...

3 weeks ago seen See more...

CRM Business Systems Analyst

Ep Wealth Advisors Admin Llc

Remote

$100,000 - $130,000 a year

Collaborate with functional leaders, users, and vendor teams to develop and deploy new business processes. Handle basic administrative functions, including user account maintenance, reports, dashboards, workflows, and routine task...

a month ago seen See more...

FP&A Analyst

Ep Wealth Advisors Admin Llc

Torrance, CA

Lead the forecasting process by harnessing historical data, market trends, and business insights to develop accurate financial forecasts. Collaborate closely with stakeholders to refine assumptions and improve forecast accuracy. C...

a month ago seen See more...

Senior Estate Planner

Ep Wealth Advisors Admin Llc

Los Angeles, CA

Provide guidance to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning, and assist in the preparation of estate review presentations. Participate in internal strategy d...

a month ago seen See more...

Mergers and Acquisitions Associate

Ep Wealth Advisors Admin Llc

Torrance, CA

$80,000 - $90,000 a year

Identifying and sourcing new acquisition targets for EPWA. Manage outreach to RIA firms across multiple geographies. Creating sales funnels and pipelines and building relationships with prospective targets Planning and coordinatin...

a month ago seen See more...

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