EP Wealth Advisors, LLC
Job Type : Full Time
Salary : $60000 - $72500 Per Year
Date Posted : 18 December 2024
Job Category : Sales Managers
Industry : Financial Services
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $28 billion in AUM as of September 30th, 2024, 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.
Our Headquarter office located in Torrance, CA is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. 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 on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $60,000 to $72,500 plus annual bonus
Duties and Responsibilities
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
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