About this opportunity
EP Wealth Advisors, LLC lists this Regional Director, Wealth Growth & Advisor Coaching opportunity in walnut creek, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
EP Wealth Advisors, LLC is seeking a Regional Director to grow the territory, empower advisors, and strengthen a client-focused culture. You will lead a high-performing advisor team through coaching, professional development, and strategic business planning.
You’ll guide onboarding, technology adoption, and client transitions into EP Wealth’s planning and investment frameworks, collaborating with HR on talent development and performance reviews to sustain growth and client outcomes.
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Worksite address
walnut creek, CA, 94598, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.