Regional Director, Wealth Advisory & Growth

Paycom - ATS

Walnut Creek, Berkeley (CA, CA)

On-site

USD 180,000 - 320,000

Full time

14 days+

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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 is seeking a Regional Director to drive growth, coach advisors, and lead a high-performing regional team. You will guide onboarding, strengthen client experiences, and help scale the practice within EP Wealth’s framework.

A seasoned professional with 20+ years in wealth management, you will partner with leadership to recruit, develop talent, and implement strategic plans while representing the firm in the community and with clients.

Qualifications

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.
Strong knowledge of financial planning, investment strategy, and client service excellence.

Responsibilities

Drive Growth and Business Planning: partner with advisors to create and execute individualized growth plans tied to regional strategy.
Coach and Develop Advisors: mentor, coach, and facilitate ongoing learning opportunities to elevate performance.
Lead Advisor Transitions: guide onboarding, technology adoption, and client transitions 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: collaborate with internal teams to streamline workflows and ensure exceptional service delivery.
Support Talent Management: oversee advisor performance management with coaching and development plans.