---
title: 'Director, Finance at EP Wealth Advisors'
canonical: 'https://feeny.ai/job/director-finance-ep-wealth-advisors-torrance-e6a7403w6wrb'
type: 'job'
last_seen: '2026-10-25'
---

# Director, Finance at EP Wealth Advisors

- **Company:** EP Wealth Advisors
- **Location:** Torrance, CA
- **Compensation:** $210k–$236k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-21
- **Last confirmed live:** 2026-10-25
- **Apply:** https://jobs.lever.co/epwealth/f4847f11-64a4-4a6c-9698-3f4b535a87ac

## Job description

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 Director, Finance will be responsible for overseeing the financial operations of the organization, ensuring the accuracy and integrity of financial statements, managing financial reporting processes, and maintaining internal controls. This role involves supervising accounting staff, managing budgets, and ensuring compliance with regulatory requirements. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Duties and Responsibilities

- Design, implement, and continuously improve internal controls, accounting policies, and governance frameworks to safeguard assets and ensure financial integrity as the organization grows.

- Lead the implementation and maintenance of financial systems and tools, driving automation and process improvement across the accounting function.

- Build, mentor, and scale a high-performing accounting team, establishing clear roles, workflows, and development paths as the organization grows.

- Prepare and review quarterly and annual financial statements and reports.

- Analyze financial performance, variances, and trends, providing actionable insights to senior management.

- Ensure accurate and timely completion of financial reports for internal and external stakeholders.

- Monitor budget performance and variance analysis, advising management on financial adjustments.

- Ensure compliance with accounting principles, regulations, and company policies.

- Own the external audit relationship, coordinating with auditors and ensuring timely resolution of findings.

- Provide financial insights and support for strategic planning and decision-making.

- Collaborate with other departments to align financial strategies and systems with overall business objectives.

- Lead the integration of new M&A firms into EP Wealth's financial processes, controls, and systems.

- Supervise and continuously improve daily accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.

- Ensure accuracy and completeness of financial transactions and reconciliations.

## Qualifications

- Bachelor's degree in Accounting, Finance, or related field (CPA, CFA, or CMA certification preferred).

- 8-10+ years of progressive accounting management experience, including experience at both a public accounting firm and one or more operating roles, preferably in a high-growth environment.

- Demonstrated experience building and scaling financial processes, internal controls, and governance frameworks from the ground up.

- Hands-on experience selecting and implementing financial/accounting systems (ERP, consolidation, reporting tools, or similar).

- Proven experience building, developing, and leading accounting teams.

- Strong knowledge of US GAAP, financial reporting, and internal controls.

- Industry experience in RIA (highly preferred) or Wealth Management required.

- Proven experience as a Controller or similar role in finance and accounting.

- Proficiency in accounting software and financial management systems.

- Excellent analytical, organizational, and leadership skills.

- Strong attention to detail and ability to work under pressure.

## 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 Paid Parental Leave Paid Volunteer Time 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.

## About EP Wealth Advisors

## Company Overview
- **One-liner**: EP Wealth Advisors is a fee-only independent wealth management firm providing investment management, financial planning, and tax services to individuals, families, and retirement plans.
- **Entity Type**: Private (institutional investor: Project EPIC Acquisition LLC ("EPIC") holds a principal stake alongside EPWA Inc. in the parent holding company)
- **Headquarters**: Torrance, California, USA
- **Founded**: 2004 (through predecessor firm Premier Financial Management; the firm's SEC-registered advisory lineage dates to 1999)
- **Founders**: Brian Parker, Derek Holman (co-founders of Premier Financial Management), and Stephanie Enright (veteran advisor whose firm merged with Premier to create EP Wealth Advisors)

## Core Business
- **Primary industry**: Financial Services — Wealth Management / Investment Advisory
- **Target customers**: High-net-worth individuals, families, and institutional retirement plans (predominantly B2C, with retirement-plan services for employers)
- **Mission or purpose statement**: "To understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives... your peace of mind." Internally, the firm describes its mission as "enriching the lives of clients and our team members."

## Products & Services
- **Investment Management**: Discretionary and non-discretionary portfolio management, including access to private funds, hedge funds, and alternative investments for qualifying clients.
- **Financial Planning**: Comprehensive, individualized wealth planning delivered through a deep bench of CFPs, estate planners, and tax professionals.
- **Tax Preparation & Services**: Integrated tax services offered alongside investment and planning work.
- **Retirement Plan Advisory Services**: Dedicated advisory offering for employer-sponsored retirement plans (approximately $617M in client assets as of Feb 2025).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Assets Under Management — $44.1B (as of 3/31/26 per LinkedIn); $42.2B (per the firm's advisor recruiting page); $35.57B (per SEC Form ADV, Feb 29, 2025). The figures reflect a consistent growth trajectory rather than conflicting reports.
- **Notable Investors/Partners**: Project EPIC Acquisition LLC ("EPIC") — principal investor in EP Wealth Advisors Holdings, LLC; EPWA Inc. — co-investor/owner.
- **Growth Signals**: 600+ employees; 60+ offices coast-to-coast; named a USA Today Top Workplace for 2025 (first time, based on employee surveys); continued national expansion and advisor recruiting.

## Competitive Advantages
- **Independent fiduciary model**: Fee-only structure with no commissions — the model co-founders built specifically to fix what they saw as misaligned incentives at "big brand firms."
- **Institutional-grade capabilities at private-client scale**: Clients receive extensive planning and investment services "typically reserved for families of extreme wealth."
- **Integrated platform**: Dedicated Financial Planning, Client Service, Portfolio Management, and Operations teams allow advisors to focus on clients rather than administrative work.
- **Deep expertise bench**: In-house CFPs, estate planning professionals, tax professionals, and portfolio managers supporting advisors and clients.
- **Relationship-driven culture**: Co-founders have been friends since grade school, and the firm's values emphasize long-term client relationships over transactions.

## Strategic Focus
- **National expansion**: Building a true coast-to-coast presence through new offices and advisor acquisitions.
- **Advisor growth & recruiting**: Actively recruiting planners, junior advisors, and seasoned advisors with books of business, offering industry-leading payouts, lead flow, and partnership paths.
- **Talent pipeline development**: The EP Fellowship Program — a 6-month hands-on experience working side-by-side with EP leaders on client-facing programs — is a key channel for developing future leaders.
- **Continued AUM growth**: Scaling from $35.6B (Feb 2025) to $44.1B (Mar 2026) demonstrates an aggressive growth agenda.

## Why Work Here
- **Recognition**: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback.
- **Work-life integration**: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays.
- **Benefits package**: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching.
- **Culture**: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation.
- **Career development**: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business.
- **Security note for applicants**: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying.
- **Application portal**: Open roles are posted via [jobs.lever.co/epwealth](https://jobs.lever.co/epwealth).

## Sources
1. [linkedin.com](https://linkedin.com/company/ep-wealth-advisors)
2. [epwealth.com](https://www.epwealth.com/careers)
3. [adviserinfo.sec.gov](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972648)
4. [epwealth.com](https://www.epwealth.com/our-story)
5. [epwealth.com](https://www.epwealth.com/financial-advisor-recruiting)
6.

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