Regional Director, Wealth Growth & Advisor Coaching

EP Wealth Advisors, LLC; Walnut Creek (CA); Hybrid; USD 175,000 - 275,000; Full time

Benefits offered by this job

Holidays

Parental Leave

Health Plan

401k

Education Reimbursement

Job summary

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.

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 the regional business strategy.
• Coach and Develop Advisors: Mentor and coach focused on professional development, goal setting, and skill building.
• 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 internal teams to streamline workflows and ensure exceptional service delivery.
• Support Talent Management: Oversee advisor performance management with coaching and HR collaboration.
• Recruit and Retain Top Talent: Identify and attract growth-minded advisors aligned with EP Wealth’s values.
• Champion Change and Innovation: Drive adoption of best practices and new technology firm-wide.
• Serve as a Brand Ambassador: Represent EP Wealth in the community and with clients.

Skills

Coaching

Leadership

Strategic planning

Communication

Education

Bachelor’s degree

CFP designation

Tools

CRM systems

Microsoft Office Suite

Job description

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.