JobMesh

Portfolio Manager - Wealth Management (Hybrid)

EP Wealth Advisors · Torrance, California, US

Level: ExperiencedJob Location: Torrance CA - Torrance, CA 90503Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $110,000. 00 - $150,000.

Job description

Job DetailsLevel: ExperiencedJob Location: Torrance CA - Torrance, CA 90503Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $110,000.00 - $150,000.00 SalaryTravel Percentage: Up to 25%Job Shift: DayJob Category: Portfolio ManagementEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion in AUM as of December 31st, 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 Portfolio Manager works closely with the Portfolio Management team and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community. Duties and Responsibilities: Work closely with Investment Director and other senior members of...