Regional Director

EP Wealth Advisors; Walnut Creek, Berkeley (CA, CA); On-site; USD 175,000 - 275,000; Full time

Benefits offered by this job

11 Paid Holidays

Unlimited PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors, LLC seeks a Regional Director to catalyze growth and lead a high‑performing advisor team across the region. You will coach, develop, and guide advisors, drive strategic business planning, and ensure exceptional client experiences aligned with EP Wealth’s values.

Reporting to the Divisional Leader, you will recruit, retain, and develop top talent, oversee transitions, and champion adoption of best practices and new technology to elevate advisor effectiveness and outcomes.

Qualifications

• Bachelor’s degree required.
• 20+ years of experience in wealth management, including leadership and advisor-facing roles.
• CFP® designation or willingness to obtain.
• Passion for coaching and developing financial advisors.
• Strong knowledge of financial planning, investment strategy, and client service excellence.
• Experience working with high net worth and ultra high net worth clients and prospects.
• Proven track record of driving growth through business development and talent management.
• Exceptional interpersonal and communication skills; able to influence, motivate, and collaborate.
• Highly organized and execution-oriented, with a strategic mindset.
• Familiarity with CRM systems and Microsoft Office Suite.

Responsibilities

• Drive growth and business planning by partnering with advisors on individualized growth plans linked to regional strategy.
• Coach and develop advisors through mentoring, goal setting, and ongoing training.
• Lead advisor transitions including onboarding, technology adoption, and client transitions.
• Foster a collaborative, high-performance culture centered on trust and accountability.
• Enhance client experience by coordinating with planning, client service, investments, and operations.
• Oversee talent management with coaching, performance reviews, and career development.

Skills

Coaching

Leadership

Communication

Client service

Business development

Education

Bachelor’s degree

CFP designation

Tools

CRM systems

Microsoft Office

Job description

Job Details

Job Details: Job Location: Walnut Creek CA - Walnut Creek, CA 94596, Salary Range: $175,000.00 - $275,000.00 Base+Commission/year, Job Category: Advisor, EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion AUM as of December 31, 2025 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.

About the Role

As a Regional Director at EP Wealth Advisors, you will be a growth catalyst for your territory – empowering advisors, driving regional expansion, and strengthening our client focused culture. Both Leader in the Region and Practitioner, reporting to the Divisional Leader, you will lead the development of a high‑performing advisor team through intentional coaching, professional development, and strategic business planning. Your mission is to build a thriving regional office where advisors grow their practices, deliver exceptional client experiences, and align with EP Wealth’s broader vision and values.

Key Responsibilities

• Drive Growth and Business Planning: Partner with advisors to create and execute individualized growth plans tied to the regional business strategy. Support prospecting, COI development, marketing campaigns, custodian and client referral initiatives. As well as growing and servicing clients in their own practice.
• Coach and Develop Advisors: Serve as a mentor and coach, focused on professional development, goal setting, and skill building. Facilitate ongoing learning and training opportunities to elevate advisor performance.
• Lead Advisor Transitions: Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth’s planning and investment frameworks.
• Foster a Collaborative, High‑Performance Culture: Create a team environment centered on trust, engagement, accountability, and continuous improvement.
• Enhance Client Experience: Partner with the Associate Divisional Leader and internal teams – financial planning, client service, investment management, and operations to streamline workflows and ensure exceptional, consistent service delivery.
• Support Talent Management: Oversee advisor performance management with an emphasis on coaching and support. Collaborate with HR and the Associate Divisional Leader on career development, performance reviews, and, when needed, performance improvement plans.
• Recruit and Retain Top Talent: Identify and attract growth‑minded advisors aligned with EP Wealth’s values. Support long‑term retention by fostering meaningful engagement and career pathing.
• Champion Change and Innovation: Drive adoption of best practices, new technology, and firm‑wide initiatives that enhance advisor effectiveness and client outcomes.
• Serve as a Brand Ambassador: Represent EP Wealth in the community and with clients through public events, seminars, and content contributions that support the firm’s visibility and growth.

Qualifications: What You Bring

• Bachelor’s degree required; business or finance preferred.
• 20+ years of experience in wealth management, including leadership and advisor‑facing roles.
• CFP® designation or willingness to obtain.
• A passion for coaching and developing financial advisors.
• Strong knowledge of financial planning, investment strategy, and client service excellence.
• Experience working with high net worth and ultra high net worth clients and prospects with varying degrees of complexity.
• Proven track record of driving growth through business development, team leadership, and talent management.
• Exceptional interpersonal and communication skills; able to influence, motivate, and collaborate.
• Highly organized and execution‑oriented, with a strategic mindset.
• Familiarity with CRM systems and Microsoft Office Suite.
• Deep understanding of the regulatory landscape and best practices in advisor compliance and operations.

Compensation

$175,000 - $275,000 (base + commission/year)

What We Offer

• 11 Paid Holidays + 2 Floating Holidays
• Unlimited PTO
• 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

#LI-Hybrid

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.