EP WEALTH ADVISORS INTERNSHIP PROGRAM

    Unlock Your Future in Finance

    Welcome to the EP Wealth Advisors Internship Program - your gateway to a career in the financial industry. Our program is not just an internship; it's a curated journey designed to help qualify the future leaders of wealth management.

    HOW TO APPLY!

    Application

    Please apply with a cover letter letting us know, why you are interested in this opportunity.

    EP's Commitment to Diversity, Equity, Inclusion, & Belonging

    At EP Wealth Advisors, we celebrate and embrace the diverse identities of our employees and clients. We are committed to fostering an inclusive and supportive workplace where everyone can bring their full, authentic selves to work and thrive.

    We believe that diverse perspectives strengthen our industry and enhance the way we serve our clients. We'd love to hear how your unique background, experiences, or ideas contribute to fostering an inclusive wealth management environment.

    *Please include your response as an attachment with your application

    Selection Process

    Applications will be reviewed, and shortlisted candidates will be contacted for an interview.

    START HERE

    Unsure about where to start in seeking your undergraduate opportunities with EP Wealth Advisors? Take a look at the below timeline to see your next steps and future opportunities!

    Entering Sophomore Year
    Sophomore Logo
    • Create a LinkedIn and Handshake profile (if applicable at your university) and

    • Follow EP Wealth Advisors.

    • Reach out to a recruiter to build your connections and start creating that professional relationship.

    • Polish your resume.
    Entering Junior Year
    Junior Logo
    • Enroll in the classes in financial space.
    • Check out our M&A Internship Program.
    Entering Senior Year
    Senior Logo
    • Learn about RIA space and EP Wealth.
    • Check out our Financial Planning Internship.
    • Check out our M&A Internship Program

    WHY EP WEALTH ADVISORS INTERNSHIP PROGRAM?

    At EP Wealth Advisors, we are committed to enriching lives and nurturing a new generation of financial leaders.
    Our Internship Program offers:

    Hands-On Guidance

    Collaborate with EP leaders to develop and execute client-facing programs and services, gaining practical experience.

    Diverse Experience

    Work closely with clients and functional leaders within EP's wealth management network, broadening your exposure.

    Secures Future References

    Establish connections and secure valuable references for your future career endeavors.

    Professional Development

    Engage in a dynamic 4-month journey, deepening your understanding of your role as a wealth management professional.

    Education and Expertise

    Acquire valuable insights and expertise to skillfully address complex client issues, enhancing your competence.

    Expands Resume

    Enrich your resume with practical experience and diverse skills that can be gained through our comprehensive program.

    Values-Based Leadership

    Cultivate an understanding of values-based leadership and service, shaping your approach to finance.

    Builds Confidence

    Gain hands-on experience and exposure that helps build your confidence in the field.

    Professional Networking

    Start building a professional network within the industry, opening doors to future opportunities.


    TO APPLY, CLICK HERE.

    Track 1: Financial Futures Internship

    Gain hands-on experience with the planning team and client engagements.

     

    Track 2: M&A Internship

    Work closely with the M&A team as you gain experience with the full cycle M&A process. This is an exciting opportunity to learn about client prospecting, active pitches and live deal execution.

     

    Track 3: Enabling Functions Internship

    Explore opportunities in HR, Finance, Marketing, Compliance, and other essential business areas. Success requires a diverse range of skills!

     

    Dates: Internships starting May 19th and June 9th

    Application Deadline: Last day to apply: March 23rd

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    PROGRAM BENEFITS

    Real World Insight Logo
    Real-World Insight

    Gain practical insights into the financial services industry.

    Comprehensive Overview Logo
    Comprehensive Overview

    Understand wealth management from a holistic perspective.

    Skill Building Logo
    Skill-Building

    Stand out with a competitive edge over other job applicants.

    EP WEALTH ADVISORS INTERNSHIP PROGRAM IS
    NOT JUST AN INTERNSHIP; IT'S YOUR LAUNCHPAD TO SUCCESS IN WEALTH MANAGEMENT

    Billy-Chedester-v2

    Partaking in the internship at EP confirmed my aspirations to be a financial planner and allowed me to see how comprehensive financial planning is put into practice. The internship was vital in bringing together the book knowledge that I was learning in my CFP classes at school with real world experience where people actually rely and make decisions based on the work that we do. Seeing a company that focuses on in-depth financial planning fueled my fire to continue my pursuit of the CFP and pursue a career in the financial planning industry.

    Billy Chedester –  Financial Planning Associate, Irvine, CA Office (Interned in 2020)
    Jason-Clebowicz-v2-1

    The internship at EP Wealth kickstarted my professional career. It was the first time I found myself with an opportunity to learn about the financial services industry and went well beyond what a normal program typically provides. The internship created the foundation for the relationships I made at EP, ignited my passion for advocating for our clients, and helped me better understand the role of a fiduciary in the lives of our local community.

    Jason Clebowicz – Wealth Advisor, Torrance, CA Office (Interned Summer of 2017 & 2018)
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    My internship provided me introductory insight into the financial planning profession while also giving me an opportunity to exhibit my talents and test my fit with EP Wealth. It was refreshing to have real responsibilities and valuable investment into my learning while here as an intern.

    Aldus Simmons – Financial Planning Associate, Salt Lake City, UT Office (Interned 2023)

    Disclosure:

    The employee testimonials featured on this page relect the personal experiences of individuals who previously participated in our internship program. These statements are voluntary, unpaid, and may not be representative of all participants. The views expressed are soley those of the individuals and do not guarantee future outcomes or experiences.