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Senior Client Relationship Associate - West Los Angeles

EpwealthLeverLos Angeles CA
Posted 14 OctFound 15 OctSeen 4 hours ago

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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