Internship Opportunities jobs in United States
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EP Wealth Advisors · 1 day ago

Internship Opportunities

EP Wealth Advisors is currently working on the details for their 2026 internship program. They are seeking candidates who are enrolled in a university program with an interest in Wealth Management and a strong desire to learn about the Financial Services Industry.

Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity

Qualification

Wealth ManagementFinancial ServicesData OrganizationProblem SolvingCommunication Skills

Required

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

Company

EP Wealth Advisors

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EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.

Funding

Current Stage
Growth Stage
Total Funding
$500M
Key Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown

Leadership Team

C
Christopher Toumajian
Chief Financial Officer
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Laura Knolle
Vice President
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Company data provided by crunchbase