Compliance Analyst - Torrance, West LA, San Francisco, Walnut Creek, Phoenix, Philadelphia, Boston (Hybrid) (copy)
EP Wealth Advisors
- Salary
- $78k - $105k
- Experience
- 4+ yrs
- Location
- Torrance or Los Angeles or San Francisco or Walnut Creek or Phoenix or Media or Exton or Norwood
- Job type
- Full-time
Required skills
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- ChatGPT
- Tamarac
- PortfolioCenter
About the role
Bachelor's degree or equivalent; 4+ years compliance experience in financial services; 2+ years direct RIA compliance; knowledge of Investment Advisers Act; proficiency in Microsoft Office; willingness to learn AI tools.
About EP Wealth Advisors
Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
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