Mergers and Acquisitions Associate bei EP Wealth Advisors, LLC

Description

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 and Acquisition Associate. The M&A 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

Qualifications

• 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

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.