Client Relationship Associate - Brighton, MI
- Location
- Brighton, MI
- Listed
- Today
About the role
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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.
Summary
The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills.
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 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
Equal opportunity and legal notices
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
From Ep Wealth Advisors's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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More at Ep Wealth Advisors
All Ep Wealth Advisors jobsCommon questions
Where is the Client Relationship Associate - Brighton, MI job at Ep Wealth Advisors located?
This Client Relationship Associate - Brighton, MI position at Ep Wealth Advisors is located in Brighton, MI. Always check Ep Wealth Advisors's application page for specific state eligibility or relocation policies.
How do I apply for the Client Relationship Associate - Brighton, MI position at Ep Wealth Advisors?
This listing links directly to Ep Wealth Advisors's Lever application page. You can apply directly on Ep Wealth Advisors's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.