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Client Relationship Associate - Irvine, CA

EP Wealth Advisors · Financial Services · Wealth Management & Financial Advisors · 14 days ago
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Salary
$44k – $62k per year
Location
In office (Irvine)
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 28, 2026. First seen by Alion on Oct 14, 2026.

Overview
Company
Impact
Profile match

EP Wealth Advisors

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create acustom portfolio that aligns with your goals.
epwealth.com · Los Angeles · San Diego · Denver · Tampa · Berkeley · Nonprofits & Foundations · Financial Services · Wealth Management & Financial Advisors · 51-200 employees
Tech stack of EP Wealth Advisors

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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.

Summary

The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retentionand growth of client relationships. Our ideal candidate will have a demonstrated track recordof delivering excellent client service, with exceptional organizational, communication,and problem-solving skills.

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