EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are hiring a Mergers & Acquisition Sourcing Associate to provide sourcing and business development on the M&A team, working within a collaborative environment focused on core values of Integrity, Entrepreneurial, Inclusion, and Connection.
Responsibilities
- Day to day responsibilities include identifying and sourcing new acquisition targets for M&A strategic initiatives of EPWA
- Managing outreach to RIA firms across multiple geographies
- Planning and coordinating initial calls and meetings
- CRM management
- Other transaction and team responsibilities as assigned
Skills
- 1-4 years working experience in a (outbound) business development role; Financial Services industry highly desired
- Demonstrable history of successful business development results
- Experience with RIAs and Financial Advisors desired
- Strong attention to detail and accuracy
- Proficient in CRM, PowerPoint, MS Office
- Detail oriented with a focus on accuracy
- Excellent sales capabilities and communication skills
- Bachelor's degree in Finance or related field preferred
Benefits
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks PTO
- Paid Volunteer Time
- Paid Parental Leave
- 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
Company Overview
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm. It was founded in 2004, and is headquartered in Torrance, California, USA, with a workforce of 201-500 employees. Its website is https://www.epwealth.com.
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