Mergers & Acquisitions Sourcing Associate

EP Wealth Advisors•Torrance, CA

34d•$90,000 - $100,000•Hybrid

About The Position

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 & Acquisition Sourcing Associate. The M&A Sourcing 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

Requirements

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

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

Benefits

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