Senior Client Relationship Associate - West Los Angeles
Fit
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The Posting
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 Senior Client Relationship Associate will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
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.
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
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.
Facts
- Source
- Lever
- External id
- 5d6aa56c-c8b8-409a-abf9-7f65b2934dd3
- Location
- Los Angeles CA, United States
- Remote
- Hybrid, from the posting
- Employment
- Full time
- Pay
- $60,500 to $90,000, stated
- Posted
- 14 Oct 2026, 22:13
- First seen
- 15 Oct 2026, 02:23
- Last seen
- 1 Nov 2026, 04:42
- Status
- Not yet added
- Posting id
- cc0bcfec-34d0-50ae-a545-0c845556bb13
