AssetMark jobs in Los Angeles, CA

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30, 2025, 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 Our Headquarter office in Torrance, CA and Chicago, IL is hiring for a Mergers & Acquisition Sourcing Associate. The M&A Sourcing Associate will provide sourcing and business development on the M&A team. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. This is a hybrid role available in Torrance or Chicago Salary Range: $90,000 - $100,000 plus Commission Duties and 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 * 1-4years 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 * Bachelor's degree in Finance or related field preferred * 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 What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 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 #LI-Hybrid #INDSJ EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, 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. We are hiring for a Client Relationship Manager. The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operations run efficiently and in accordance with company policies. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. This is a first-line supervisory role with dedicated management functions of the local client support staff. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. This is a hybrid role and can be based in the following locations: West Los Angeles, Valencia, Westlake Village Salary Range: $90,000 - $120,000 plus annual bonus Job Description Direct, lead, and oversee servicing of client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting Partner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements (SLAs) Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluations Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory team Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staff Partner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associates Research and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteria Oversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients Participate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required * Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered) * Ideal candidates will have 7+ years' experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experience * Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization * Exception business judgement and focus on risk management * Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment * Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is highly desired. What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 11 Paid Holidays + 2 floating holidays * 3 Weeks (PTO) * Paid Volunteer Time * 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 #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Internship Opportunities Thank you for your interest in EP Wealth's internship program! At this time, all internship positions for 2025 are closed. We are currently working on the details for our 2026 program. If you'd like to be considered, please submit your resume and contact information by clicking Apply. We'll reach out in early 2026 with updates on openings and next steps. * Enrolled in a university program with a general interest in Wealth Management * Ability to work 20 hours on-site at the listed location * A strong desire to learn about the Financial Services Industry and grow your career within it. * Ability to solve problems and create workarounds, resourceful * Ability to organize and present data * Excellent written and verbal communication, and presentation skills * Capable of performing in a fast-paced and changing environment

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000 This role may also be eligible to receive a discretionary bonus. Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. * Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. * Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. * The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. * If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the West Coast. Responsibilities: * Articulating complex investment principles and capital market research to financial advisors * Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do * Interacting with advisors on practice management related issues * Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients * Developing and delivering complex and educational investment presentations to financial advisors * Developing and facilitating the production of complex client driven requests among a team of Associates * Developing a robust understanding of the advisor industry and related business practices Qualifications: * Bachelors degree required. MBA and/or CFA strongly preferred * 5+ years of experience in the Financial Services/Investment industry * Proactive desire to learn * Strong analytical skills * Solid quantitative problem-solving skills * Excellent verbal and written communication and interpersonal skills * Detail-oriented * Able to work equally well in a team environment and independently * Self-starter who is capable of managing multiple projects and meeting deadlines * Strong computer skills (Excel and Access) with the ability to learn programs as needed * SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Who You'll Work With: Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values. What You'll Do: We seek an insurance professional with well-rounded expertise in personal insurance planning for high-net-worth and ultra-high-net-worth individuals and their families, including life insurance, annuities, long-term care, health, disability, and property/casualty insurance. The individual will be based in one of our US offices and report to the Head of Bernstein's Wealth Strategies Group. The Director of Insurance Planning is a client-facing sales support role working alongside Bernstein's Wealth Advisors to expand the Private Wealth business. As a key domain expert supporting Bernstein's wealth planning research, the Director will frequently be called upon to provide thought leadership on insurance-related issues to clients, in audiences large and small, through individualized & group presentations, case studies, articles, and, potentially, external media. A strong background in risk management and insurance planning is required, including experience in and knowledge of life insurance and annuity products, long-term care insurance, health insurance, disability insurance, and property/casualty insurance products. Specifically, the candidate must have experience and expertise in analyzing client insurance needs, evaluating insurance and annuity products, evaluating tax-efficient structuring and conducting financial planning. The Director of Insurance Planning - working in conjunction with Bernstein's Investment and Wealth Strategies Analysts and Senior Planning and Investment Professionals - will help develop customized solutions for the firm's clients. Because this position is client-facing, the individual must have outstanding presentation skills and the ability to explain complex issues and strategies to both technical and non-technical audiences. Key activities for this professional will include: * Working with the firm's Financial Advisors and clients in analyzing existing and proposed insurance products and related strategies in the context of clients' tax and estate planning circumstances. * Communicating our planning research conclusions and capabilities to clients, prospects, and professionals' both sophisticated and lay. * Establishing the Bernstein brand in the high net worth channel by engendering trust and confidence among prospective and existing clients and their professional intermediaries. * Working closely with our Financial Advisors as a strategic partner. * Training and educating the Financial Advisors and members of the Wealth Strategies research team on insurance products and insurance planning strategies, and any related compliance guardrails. * Assisting in the identification and research of current issues regarding asset allocation, tax management, investment planning, and other critical private wealth topics. * Conducting original research and publishing articles, marketing materials and a variety of client-servicing presentations summarizing our research insights. What We're Looking For: Strong analytical skills, thought leadership, an effective interpersonal style, excellent public-speaking skills, a strong academic record and a history of professional success are also required. Strong mathematical skills, including familiarity with basic estate planning analytical software and Excel, are preferred. Having the highest level of personal and professional integrity is essential. To succeed at the firm, the individual must be very bright, quantitative, intellectually sophisticated, client-service oriented, and able to work in a team-based culture; building strong relationships both inside and outside the firm will be essential. The position will require some travel. FINRA registration (SIE, Series 7 and Series 66 or equivalent) and Insurance Licenses (Life, Variable and/or Property/Casualty) are required for this role. Bernstein will sponsor for FINRA licensing. Who We Are: About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Salary Disclosure In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $200,000 to $225,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $185,000 This role is also bonus eligible. Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. * Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. * Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. * The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. * If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: Please note, for the right candidate with a great network we currently hiring in Austin, Santa Monica or Charlotte. As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. Please note this role is a great way to express interest in Regional Director positions at Dimensional. You will discuss specific channels at the point you speak with a recruiter depending on role availability and experience What do we look for in a Regional Director? We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behavior. Typical expectations of a Regional Director: * Sales activities and management of clients within a territory. * Develop new client relationships as well as retain and develop existing relationships. * Present Dimensional's investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions. * Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team. * Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace. * Increase revenues, AUM and new clients within the territory through the growth of Dimensional's product suite. * Who should apply? If you are motivated by putting clients' needs first, are passionate about world class investment solutions, and you are driven by a results-oriented mindset, then we would love to hear from you. Ideally, you will align with Dimensional's investment philosophy and be able to articulate its place in the market. You will need to be a self-starter who can demonstrate a track record of building relationships and growing a territory. We value people with entrepreneurial spirit, a desire to continually grow and develop, possess intellectual curiosity, and are confident communicators that show true competitive spirit. If you are not currently working within asset management it would be great to see a cover letter/profile that tells us about your desire to change industries. Please note SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment. #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Relationship Management

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: * Flexible paid time off * Hybrid work schedule * 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution * Health & wellbeing benefits * Parental Leave benefits * Employee stock purchase plan Job Description Job Summary The Associate supports Investment Managers in the oversight of commercial and multifamily real estate investments, with the objective of optimizing asset performance and value. The role provides analytical support in executing property-specific strategies, analyzing leasing and capital decisions, conducting feasibility studies, and evaluating property-level performance against benchmarks. The Associate also assists with the preparation of quarterly and annual reporting, budgets, and business plans. Key Responsibilities * Build and maintain detailed valuation models in Excel and Argus; review external appraisals and prepare valuation comparison pages for internal stakeholders. * Prepare property-level return models evaluating historical and projected performance, comparing results against original underwriting and prior quarters, and assessing the impact of leasing decisions, capital projects, and capital markets. * Engage directly with property management and accounting teams for reporting needs including annual business plans and quarterly reports, variance analysis, capital reforecasts, NOI reforecasts, and written investor updates. * Communicate as needed with third-party property managers, leasing teams, tax consultants, insurance providers, and other vendors to gather information and ensure timely reporting. * Review lease proposals, abstracts, and tenant financials to evaluate creditworthiness and perform lease-related financial analysis. * Collect, analyze, and synthesize relevant market research, comparable transactions, and operating data to inform property-level assessments. * Facilitate lender compliance requirements, including approvals for major leases, capital expenditures, and release of escrow accounts. * Provide support on capital project oversight, including cost analysis, renovation programs, and monitoring of significant expenditures. * Provide occasional support on acquisition and disposition activity, including review of financial analyses and coordination with senior team members as needed. * Travel for asset inspections, site visits, and due diligence as required. Qualifications * Bachelor's degree in Real Estate, Finance, Business, Economics, or related field. * 2-5 years of experience in commercial real estate, preferably in asset management, acquisitions, portfolio management, development, or valuation. * Proficiency in Excel and Argus with strong financial modeling and discounted cash flow analysis capabilities. * Strong quantitative and analytical skills, with the ability to synthesize complex financial information and deliver well-reasoned recommendations. * Familiarity with property-level reporting, lease analysis, and key real estate performance metrics (NOI, IRR, DCF, cash flow projections). * Effective written and verbal communication skills with the ability to prepare clear reports and present findings. * Strong organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines. * Detail-oriented, resourceful, and collaborative team player with the ability to support senior team members and interact effectively across internal groups and external service providers. * Experience with Yardi, Yardi Forecast Manager, and VTS a plus. This position will be located in our Los Angeles office: 10250 Constellation Blvd, Los Angeles 90067 The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in California is $100,000 to $115,000 annually. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $200,000 This role is also bonus eligible. Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. * Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. * Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. * The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. * If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: The Regional Director, Retirement Group, will seek to develop and expand client relationships with insurance companies and stakeholders in the defined contribution space The successful candidate will be capable of building strong relationships at all levels of a client's business to understand their investment needs, and identify business development opportunities. Success in the role will require the candidate to acquire a deep understanding of Dimensional' s business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with Retirement and Insurance Distribution Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service. Responsibilities: * Develop, coordinate and implement marketing, sales and client service programs for insurance company clients and prospects * Work with senior Retirement and Insurance Distribution team members to fully develop opportunities * Build and maintain deep relationships with staff at all levels of a client's business * Provide constructive feedback on strategies and trends to the executive, sales and investment management teams * Lead complex technical investment discussions, including review meetings, with a sophisticated audience * Act as an intellectual contributor and a trusted advisor to our prospects and clients Qualifications: * A minimum of nine years of investment sales experience required, ideally gained from working at an institutional asset manager * Experience working with a variety of insurance company products * A strong sense of professional and personal integrity and high ethical standards * Demonstration of initiative, accountability and a focus on delivering consistent quality work * Commitment to the philosophy and process underlying Dimensional' s investment approach * Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner * Ability to prioritize and to exercise time management * A strong academic background is required; MBA and/or CFA strongly preferred * A proven track record and history of success is required * SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment Please note this position can be carried out on a Hybrid working pattern from Austin Charlotte or Santa Monica. This role could also be in-territory in the Pacific North West or Illinois. #LI-remote #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, 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. We are hiring for a Financial Planning Associate for the Greater Los Angeles area . The Financial Planning Associate works jointly with the advisors in reviewing, analyzing, and delivering financial plans to clients. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. This is a hybrid role (3 day in office) and can be based in either our W. Los Angeles or Torrance offices. Salary Range: $70,000 - $93,500 plus annual bonus Duties and Responsibilities Develop customized and comprehensive personal and business financial plans Maintain client relations by distribution of client questionnaire, data collection, analysis, and review with team to identify key measures within the financial planning system Utilize financial planning software to generate financial plans, run analysis on tax strategies, real estate, charitable planning and additional areas to supplement financials Develop presentation material and review with advisor teams Establish and develop relationships with clients by participating in meetings guiding goal setting strategies Present action plans for clients relative to the specific recommendations made in their financial plan Optimize department practices and implement strategies to determine changes and upgrades necessary to maximize opportunities with clients and potential clients Collaborate with other team members and departments to enhance systems and develop processes that increase workflow and generate new business Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Director of Financial Planning Proactively engage in firm wide initiatives developing services and building firm relationships Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance * Bachelor's degree (preferably Business, Economics, Accounting or Finance related) * Minimum 2 years of financial service related experience * CFP designation or coursework in progress * Knowledge of financial planning software; eMoney or Money Guide Pro preferred * Strong interpersonal skills, productive working within a team structure * Technical and analytical experience in measuring data * Excellent written and verbal communication, and presentation skills * Ability to organize and prioritize workflow and assignments in a deadline oriented environment. * Demonstrates attention to detail and accuracy * Ability to work independently and exercise discretion without immediate supervision at all times. * Proficient in Microsoft Office and CRM software What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 11 Paid Holidays + 2 floating holidays * 3 Weeks (PTO) * Paid Parental Leave * Paid Volunteer Time * 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 #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRACategory:Sales

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. The Expertise We're Looking For * We ask that you have sales experience in the financial service industry * We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire * CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. The Skills You Bring * Your planning skills and in-depth knowledge of financial product offerings * You are confident in front of an audience of any size and have impressionable public speaking skills * Your unparalleled desire to coach and impact others' results * You are an approachable leader with the ability to effortlessly influence others The Value You Deliver * Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement * Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles * You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices * Leading by example and demonstrating organized preparation and effective follow up skills * Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities. The base salary range for this position is $124,000 - $140,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales Support

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $185,000 This role is also bonus eligible. Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. * Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. * Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. * The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. * If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. Our Enterprise channel is responsible with working large national advisory clients and TAMP relationships across the country. The Enterprise Regional Director (RD) will work closely with senior RDs, senior management, and other internal resources to support efforts with strengthening and expanding our distribution efforts across this market. To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with external sales professionals and influencing advisor adoption of our strategies across our TAMP relationships. Just as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges advisors face in building a client centric business. While the Enterprise Group culture is very much team-centric, a large portion of the work is self-directed and requires an individual who can work independently and balance evolving priorities. Professional and personal maturity is critical given the position will have frequent interaction with advisors and senior sales professionals across our large national advisory clients and TAMP relationships. Responsibilities: * Work with other relationship teams, product management, portfolio management, research, and senior management to support existing relationships and develop new opportunities. * Coordinate client events and networking opportunities and support marketing efforts of our key client relationships * Develop and execute sales distribution strategy to expand and retain existing relationships and build net new asset opportunities; expand utilization of Dimensional's product suite across our addressable market * Educate advisors and external sales teams on capital market behavior and investment theory * Be a spokesperson for the Dimensional brand; present Dimensional Fund Advisors' investment capabilities, investment theory and performance to platform teams and advisors at company conferences and industry events * Execute tailored Dimensional initiatives and champion existing company initiatives. Qualifications: * A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy, and business strategy * Strong consultative sales abilities in building relationships and raising assets * Extensive knowledge and network in large national advisory clients and TAMP markets * Collaborative disposition with authentic willingness and desire to work as part of a team to expand our distribution across both existing and new platform relationships * An entrepreneurial spirit with high energy and passion; a self-starter * Must have 5-10 years of experience in the Financial Services Industry * Bachelor's Degree required; MBA or CFA strongly preferred * Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner * Ability to present Dimensional's products and philosophy to small and large groups * Competitive but highly collaborative with the ability to work both independently and in a team environment. * SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025 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. About the Role: As a Regional Director at EP Wealth Advisors, you will be a growth catalyst for your territory - empowering advisors, driving regional expansion, and strengthening our client focused culture. Both Leader in the Region and Practitioner, reporting to the Divisional Leader, you will lead the development of a high-performing advisor team through intentional coaching, professional development, and strategic business planning. Your mission is to build a thriving regional office where advisors grow their practices, deliver exceptional client experiences, and align with EP Wealth's broader vision and values. Key Responsibilities: Drive Growth and Business Planning: Partner with advisors to create and execute individualized growth plans tied to the regional business strategy. Support prospecting, COI development, marketing campaigns, custodian and client referral initiatives. As well as growing and servicing clients in their own practice. Coach and Develop Advisors: Serve as a mentor and coach, focused on professional development, goal setting, and skill building. Facilitate ongoing learning and training opportunities to elevate advisor performance. 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 the Associate Divisional Leader and internal teams - financial planning, client service, investment management, and operations to streamline workflows and ensure exceptional, consistent service delivery. Support Talent Management: Oversee advisor performance management with an emphasis on coaching and support. Collaborate with HR and the Associate Divisional Leader on career development, performance reviews, and, when needed, performance improvement plans. Recruit and Retain Top Talent: Identify and attract growth-minded advisors aligned with EP Wealth's values. Support long-term retention by fostering meaningful engagement and career pathing. Champion Change and Innovation: Drive adoption of best practices, new technology, and firm-wide initiatives that enhance advisor effectiveness and client outcomes. Serve as a Brand Ambassador: Represent EP Wealth in the community and with clients through public events, seminars, and content contributions that support the firm's visibility and growth. What You Bring: * 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. * A 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 with varying degrees of complexity. * Proven track record of driving growth through business development, team leadership, 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. * Deep understanding of the regulatory landscape and best practices in advisor compliance and operations. What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 11 Paid Holidays + 2 Floating Holidays * Unlimited PTO * Paid Parental Leave * Paid Volunteer Time * 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 #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales