Epwealth: jobs, salaries and hiring

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Question 1 of 3Hiring now
36
open professional roles
29
opened in the last 90 days
38 in the last 12 months
21%
of roles are remote
10
states hiring
California, Arizona, Colorado, Florida, Utah, Georgia
What it hires for: Finance (4), Engineering (2), Executive Leadership (1), Legal (1), Marketing (1). By level: mid level (11), vp (9), early career (9), entry level (4), director (2).
Where: Remote (8), Torrance CA (8), San Diego CA (3), Walnut Creek CA (3), Denver CO (2), Phoenix AZ (2), Atlanta GA (1), Austin TX (1).
Finance jobs in the rankings
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
Epwealth hiring at a glance
- We have tracked Epwealth's career site since Oct 2026; it has opened 38 professional roles in that time.
- 12 of Epwealth's 31 open roles (39%) are entry-level or early-career; 2 of them say people without experience are welcome.
- 2 open roles (6%) ask for a specific AI skill; tools named include ChatGPT, Claude.
- Of the 31 open roles that state where the work happens, 3 remote, 26 hybrid, 2 on-site.
- 92% of its roles post a salary range, against a median of 22% for Financial Services & Banking employers.
- By open professional roles, Epwealth ranks #283 of 562 Financial Services & Banking employers we track.
What Epwealth asks for
Skills named most often in open roles
- team building 31
- crm 18
- excel 17
- powerpoint 15
- risk management 8
- onboarding 7
- microsoft teams 5
- m&a 4
- forecasting 3
- salesforce 3
AI tools named: ChatGPT (2), Claude (1).
Entry-level roles, in the employer’s words
Phrases from open postings that say people without experience are welcome or that training is provided.
- “Experience: 0-2 years of experience in financial services or a related field.”Financial Planning Associate - Walnut Creek/Alamo/San Luis Obispo (Hybrid)
- “Experience: 0-2 years of experience in financial services or a related field.”Financial Planning Associate - Phoenix
How Epwealth compares with Financial Services & Banking employers
| Measure | Epwealth | Median employer |
|---|---|---|
| Open professional roles | 31 | 29 |
| Roles that post a salary range | 92% | 22% |
| Roles that are remote | 21% | 0% |
Median across 555 Financial Services & Banking employers with 3 or more open roles. Updated daily.
Similar employers hiring
Open roles
- Vice President, AdvisorAtlanta GA · $150k–$200k
- Vice President, AdvisorSan Luis Obispo CA · $150k–$200k
- Vice President, Client DevelopmentAustin TX
- Vice President, AdvisorNorthville MI · $150k–$200k
- Vice President, Client DevelopmentTampa FL
- M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston)Chicago IL · $76k–$96k
- Vice President, AdvisorKirkland WA · $150k–$200k
- Senior Vice President, AdvisorTorrance CA · $150k–$250k
- Director, FinanceTorrance CA · $210k–$236k
- Associate Director, Investment OperationsTorrance CA · $108k–$120k
What Epwealth pays
Across 35 postings with a posted range, pay is in line with the market range for the same roles. 92% of its roles post a salary range.
| Level | Function | Typical posted range | Postings |
|---|---|---|---|
| VP | Various | $150,000–$200,000 | 5 |
| IC | Various | $60,000–$120,000 | 11 |
| IC | Finance | $70,000–$93,500 | 3 |
Only salary ranges the employer posted. No estimates.
Common questions
- Is Epwealth hiring?
- Epwealth has 36 open professional roles on its career site as of the last check. 29 opened in the last 90 days and 38 in the last 12 months. The most common function is finance.
- How well does Epwealth pay?
- Across 35 postings with a posted salary range, Epwealth's pay is in line with the market range for the same roles. We compare each posted range with the market range for the same title, function and area.
- Does Epwealth hire entry-level candidates?
- Yes. 12 of Epwealth's 31 open roles (39%) are entry-level or early-career; 2 of them say people without experience are welcome. Entry-level means roughly 0 to 3 years of experience, read from the title, the employer and the full posting.
- Does Epwealth offer remote or hybrid jobs?
- Of the 31 open roles that state where the work happens, 3 remote, 26 hybrid, 2 on-site.
- What skills does Epwealth ask for?
- Across its open roles the skills named most often are team building (31), crm (18), excel (17), powerpoint (15), risk management (8), onboarding (7).
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Claim this pageSources: open roles from Epwealth’s career site and applicant system, checked daily; market pay ranges from posted salaries across the board. Updated daily.
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