EP Wealth Advisors LLC

Assist in financial planning, analysis, and research projects while supporting the financial planning team. | Currently enrolled in a bachelor's program, with interest in financial planning, strong communication skills, and attention to detail. | EP Wealth Advisors, LLC ("EPWA") is a wealth management advisory firm with over $42.2 billion as of December 31, 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. Your Opportunity As an intern at EP Wealth Advisors, you will gain hands-on experience in the financial planning industry. This internship offers mentorship, career development opportunities, and practical exposure to various financial topics such as credit score/reporting, budgeting, emergency funds, and understanding financial documents (paystubs, tax returns, debt statements, employee benefits, etc.). You will also be part of an intern group, where you will collaborate with fellow interns, share experiences, and develop skills together in a dynamic team environment. In addition to gaining industry experience, you will receive personalized support for career growth, including resume reviews, cover letter guidance, mock interviews, and the opportunity to present a research project. These services will not only prepare you for the next steps in your professional journey but also give you the chance to apply your learning in a meaningful way. You will also have the opportunity to network with senior leaders and professionals across the firm, gaining insights into different career paths within financial planning and wealth management. You will work alongside a team of dedicated, client-focused professionals, including the Financial Planning Manager, Financial Planning Associate Director, and Financial Planning Director. You will collaborate on reviewing, analyzing, and delivering financial plans to clients while aligning with our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection. What You'll Do As a Financial Planning Intern, you will be responsible for the following tasks: • Client Work: • Work on straightforward financial plans for clients with assets under management ranging from $1MM to $2MM. • Manage and maintain the EP Financial Planning process, including reviewing client data, inputting financial plans, and creating assumptions/agenda pages. • Assist in generating scenarios and conducting internal reviews with the Financial Planning team and advisors before client meetings. • Prepare action plans, reports, and upload relevant documents to the vault. • Organize files in Egnyte and on clients' Personal Financial Websites. • Assist clients with setting up and maintaining Personal Financial Websites, troubleshooting connection issues. • Support advisors in implementing action plans, including analyzing tax planning projections, social security optimization, and property & casualty insurance reviews. • Analysis and Research: • Conduct analysis of financial trends and forecasts, making recommendations for optimization. • Perform ongoing research as required by the Director of Financial Planning. • Present a Research Project: As part of the internship, you will research a relevant financial planning topic, prepare your findings, and present your project to the team. This project will provide you with the opportunity to deepen your understanding of a particular area in financial planning, as well as practice presenting and defending your research. • Administrative Support: • Adhere to company policies, ensuring consistency, quality, and compliance in all tasks. • Attend Wealth Management Services and Financial Planning meetings and meet with different departments to gain insights into various fields and build your professional network. • Miscellaneous: • Perform additional duties as assigned by the Financial Planning Manager and team members. What You'll Gain This internship offers several key learning opportunities, including: • Financial Planning Knowledge: • A deeper understanding of the financial planning process. • eMoney certification and training. • Increased financial literacy, including skills for reading and interpreting financial documents like pay stubs, tax returns, and insurance statements. • Career Development: • Personalized resume reviews and cover letter guidance to help you craft professional documents for future job applications. • Mock interviews to prepare you for real-world job interviews, boosting your confidence and interview skills. • Research Project: • The opportunity to research a relevant financial planning topic and present your findings to the team, enhancing your research and presentation skills. • Software and Tools: • Experience with industry software, including Zoom, Salesforce, MyComplianceOffice, Microsoft Teams/Office Suite, eMoney, and Monday.com. • Networking Opportunities: • Access to networking opportunities with senior professionals, industry leaders, and cross-functional teams within the firm. • Exposure to various career paths in financial planning, wealth management, and other departments within the firm. • Career Insights: • A better understanding of the roles of financial planners and advisors, as well as various career path opportunities within the firm. Active Participation in Training • Training Resources: • Access to training materials via Seismic/Lessonly and recorded sessions. • Weekly check-ins with the Financial Planning Manager for ongoing support and feedback. What You'll Have We are looking for candidates who meet the following qualifications: • Educational Requirements: • Near completion of a Bachelor's degree. • General interest in financial planning and wealth management. • Interest in the Certified Financial Planner designation ideally demonstrated by your coursework. • Currently enrolled in a BA/BS program; preference given to rising juniors and seniors • Excellent written and verbal communication skills • Strong client-service orientation and interpersonal skills • Ability to maintain strict confidentiality and handle sensitive information appropriately • High level of accuracy and strong attention to detail • Ability to manage multiple responsibilities and meet competing deadlines • Professional demeanor and strong sense of accountability

Assist in business development, market research, and deal execution activities within the M&A process. | Currently enrolled in a BA/BS program with strong communication, attention to detail, and confidentiality skills. | Job DetailsJob Location: Torrance CA - Torrance, CA 90503Position Type: InternshipSalary Range: $23.00 - $25.00 HourlyJob Category: Mergers & Acquisitions About EP Wealth EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 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. The EP M&A Internship Program provides hands-on experience in deal sourcing, business development, and transaction execution. As an intern, you'll gain: Personalized mentorship on resume building, cover letters, and interview prep. Coaching on networking and succeeding in a hybrid work environment. Skill development workshops to enhance your professional competencies. M&A Process: invaluable opportunity to develop financial acumen, network with experienced professionals, and gain direct exposure to the M&A process You'll work closely with the Associates and Director gaining real-world exposure to the M&A process. This immersive experience will allow you to learn from a team that thrives on integrity, entrepreneurship, excellence, and a sense of community. What You’ll Do: Business Development: Maintaining and updating the CRM, tracking prospect engagement, and preparing outreach materials. Market Research: Identifying potential acquisition targets and compiling prospect lists. Deal Execution: Assisting with due diligence and supporting transactions in later stages. Collaboration: Engaging with team members to understand and participate in deal flow. Qualifications & Desired Skills Currently enrolled in a BA/BS program; preference given to rising juniors and seniors Excellent written and verbal communication skills Strong client‑service orientation and interpersonal skills Ability to maintain strict confidentiality and handle sensitive information appropriately High level of accuracy and strong attention to detail Ability to manage multiple responsibilities and meet competing deadlines Professional demeanor and strong sense of accountability

Assist in financial planning tasks, conduct research, and support client and team activities in a wealth management setting. | Enrolled in a bachelor's program, with interest in financial planning, strong communication skills, and attention to detail. | Job DetailsJob Location: Irvine CA - Irvine, CA 92612Position Type: InternshipSalary Range: $25.00 - $25.00 HourlyEP Wealth Advisors, LLC ("EPWA") is a wealth management advisory firm with over $42.2 billion as of December 31, 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. Your Opportunity As an intern at EP Wealth Advisors, you will gain hands-on experience in the financial planning industry. This internship offers mentorship, career development opportunities, and practical exposure to various financial topics such as credit score/reporting, budgeting, emergency funds, and understanding financial documents (paystubs, tax returns, debt statements, employee benefits, etc.). You will also be part of an intern group, where you will collaborate with fellow interns, share experiences, and develop skills together in a dynamic team environment. In addition to gaining industry experience, you will receive personalized support for career growth, including resume reviews, cover letter guidance, mock interviews, and the opportunity to present a research project. These services will not only prepare you for the next steps in your professional journey but also give you the chance to apply your learning in a meaningful way. You will also have the opportunity to network with senior leaders and professionals across the firm, gaining insights into different career paths within financial planning and wealth management. You will work alongside a team of dedicated, client-focused professionals, including the Financial Planning Manager, Financial Planning Associate Director, and Financial Planning Director. You will collaborate on reviewing, analyzing, and delivering financial plans to clients while aligning with our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection. What You’ll Do As a Financial Planning Intern, you will be responsible for the following tasks: Client Work: Work on straightforward financial plans for clients with assets under management ranging from $1MM to $2MM. Manage and maintain the EP Financial Planning process, including reviewing client data, inputting financial plans, and creating assumptions/agenda pages. Assist in generating scenarios and conducting internal reviews with the Financial Planning team and advisors before client meetings. Prepare action plans, reports, and upload relevant documents to the vault. Organize files in Egnyte and on clients' Personal Financial Websites. Assist clients with setting up and maintaining Personal Financial Websites, troubleshooting connection issues. Support advisors in implementing action plans, including analyzing tax planning projections, social security optimization, and property & casualty insurance reviews. Analysis and Research: Conduct analysis of financial trends and forecasts, making recommendations for optimization. Perform ongoing research as required by the Director of Financial Planning. Present a Research Project: As part of the internship, you will research a relevant financial planning topic, prepare your findings, and present your project to the team. This project will provide you with the opportunity to deepen your understanding of a particular area in financial planning, as well as practice presenting and defending your research. Administrative Support: Adhere to company policies, ensuring consistency, quality, and compliance in all tasks. Attend Wealth Management Services and Financial Planning meetings and meet with different departments to gain insights into various fields and build your professional network. Miscellaneous: Perform additional duties as assigned by the Financial Planning Manager and team members. What You’ll Gain This internship offers several key learning opportunities, including: Financial Planning Knowledge: A deeper understanding of the financial planning process. eMoney certification and training. Increased financial literacy, including skills for reading and interpreting financial documents like pay stubs, tax returns, and insurance statements. Career Development: Personalized resume reviews and cover letter guidance to help you craft professional documents for future job applications. Mock interviews to prepare you for real-world job interviews, boosting your confidence and interview skills. Research Project: The opportunity to research a relevant financial planning topic and present your findings to the team, enhancing your research and presentation skills. Software and Tools: Experience with industry software, including Zoom, Salesforce, MyComplianceOffice, Microsoft Teams/Office Suite, eMoney, and Monday.com. Networking Opportunities: Access to networking opportunities with senior professionals, industry leaders, and cross-functional teams within the firm. Exposure to various career paths in financial planning, wealth management, and other departments within the firm. Career Insights: A better understanding of the roles of financial planners and advisors, as well as various career path opportunities within the firm. Active Participation in Training Training Resources: Access to training materials via Seismic/Lessonly and recorded sessions. Weekly check-ins with the Financial Planning Manager for ongoing support and feedback. What You’ll Have We are looking for candidates who meet the following qualifications: Educational Requirements: Near completion of a Bachelor's degree. General interest in financial planning and wealth management. Interest in the Certified Financial Planner designation ideally demonstrated by your coursework. Qualifications Currently enrolled in a BA/BS program; preference given to rising juniors and seniors Excellent written and verbal communication skills Strong client‑service orientation and interpersonal skills Ability to maintain strict confidentiality and handle sensitive information appropriately High level of accuracy and strong attention to detail Ability to manage multiple responsibilities and meet competing deadlines Professional demeanor and strong sense of accountability

Assist in wealth management tasks by organizing and presenting data, and supporting financial advisors. | Enrolled in a university program with an interest in wealth management, with strong communication and problem-solving skills. | 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