HomeAboutServicesOur TeamResourcesContact
    Client LoginSchedule a Call
    Join EQ

    The right people.
    For the right reasons.

    We're always open to connecting with advisors and professionals who share our values. If you believe personal communication, complete transparency, and genuine client advocacy are non-negotiable — we'd like to meet you.

    Open to connecting
    Who thrives here

    Two kinds of people thrive at EQ.

    Financial Advisors

    Experienced advisors ready to do things right.

    If you're at a wirehouse or broker-dealer and you're frustrated by proprietary products, quarterly targets, and a model that puts the firm before the client — you already understand why EQ was built.

    You might be a fit if
    • · You believe in fee-based, fiduciary advice — not commissions
    • · You want to build deep, long-term client relationships — not a book of names
    • · You're interested in a collaborative, intentional practice model
    • · You bring experience, credentials, and the right values
    Introduce yourself →
    Operations & Client Services

    Detail-oriented professionals who care about client experience.

    The operational side of a boutique RIA requires precision, warmth, and genuine care. If you're a local South Bay professional looking to contribute to something meaningful — we want to hear from you.

    You might be a fit if
    • · Experience in financial services operations, client services, or administration
    • · Palos Verdes Peninsula or South Bay Los Angeles preferred
    • · You care about getting the details right — every time
    • · You thrive in a small, collaborative environment
    Send us your background →
    No openings? No problem

    No formal openings? That's fine.

    The best introductions happen before we're actively hiring. If you feel the fit, reach out. We keep a small file of people we want to know better — and we move quickly when the moment is right.

    Send a note to contact@eqpwa.com