Regional Director

ep wealth advisors; Walnut Creek (CA); On-site; USD 175,000 - 275,000; Full time

Benefits offered by this job

Unlimited PTO

Flexible Work Schedule

401k Retirement Account with company match

Highly subsidized Health, Dental, and Vision Plans

Job summary

EP Wealth Advisors is looking for a Regional Director in Walnut Creek, CA, to lead and empower advisor teams while driving regional growth. The ideal candidate will have over 20 years of experience in wealth management and a strong dedication to coaching financial advisors.

The role includes developing individualized growth strategies for advisors and enhancing client experiences through collaborative efforts. Excellent communication and leadership skills are essential for this position, which offers competitive compensation and comprehensive benefits.

Qualifications

• 20+ years of experience in wealth management, including leadership and advisor-facing roles.
• CFP designation or willingness to obtain.
• Exceptional organization with a strategic mindset.

Responsibilities

• Drive growth through individualized advisor growth plans.
• Coach and mentor advisors for professional development.
• Enhance client experience via streamlined service delivery.
• Recruit and retain growth-minded advisors aligned with company values.

Skills

Coaching and developing financial advisors

Business development

Client service excellence

Interpersonal and communication skills

Regulatory landscape knowledge

Education

Bachelor's degree in business or finance

Tools

CRM systems

Microsoft Office Suite

Job description

Regional Director

Walnut Creek CA - Walnut Creek, CA 94596; Berkeley CA - Berkeley, CA 94704

Overview

Salary Range $175,000.00 - $275,000.00 Base+Commission/year Category Advisor

Description

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 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
• 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

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.