Regional Growth Director, Wealth Advisory

EP Wealth Advisors, LLC; 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

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.