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Remote Senior Wealth Strategist
Remote / Online - Candidates ideally in
Torrance, Los Angeles County, California, 90504, USA
Listed on 2026-08-21
Torrance, Los Angeles County, California, 90504, USA
Listing for:
EP Wealth Advisors, LLC
Full Time, Remote/Work from Home
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with Family Office Services, Advisors, and Wealth Management Services for ultra high-net-worth clients, typically $25M+ AUM.
Remote within the Southwest division with the ability to attend onsite client engagements in Torrance, California.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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