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.
#J-18808-LjbffrRegional Director, Wealth Growth & Advisor Coaching in walnut creek at Unknown Company
This position is listed as full time and onsite.