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EP Wealth Advisors Admin., LLC ("EPWA") is a wealth management advisory firm with over $15 Billion in AUM as of December 31, 2021, 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 office located in Walnut Creek, CA is hiring for a Portfolio Manager. The Portfolio Manager works closely with the Portfolio Management team and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative 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, Excellence and Community.
Duties and Responsibilities
Qualifications
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.
Full Time
Investment Management
09/03/2022
11/29/2022
epwealth.com
TORRANCE, CA
50 - 100
2004
Private
PATRICK G GOSHTIGIAN
$10M - $50M
Investment Management
EP Wealth Advisors is an investment manager that provides wealth advisory and financial planning services to individuals.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.