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Elite Wealth Strategist — Estate & Transfer Planning
Job in
Torrance, Los Angeles County, California, 90504, USA
Listed on 2026-08-21
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings.
This role partners with Advanced Wealth Strategists and WMS/FOS teams to support wealth transfer for ultra high-net-worth clients, typically $10–$25 million AUM, across estate planning, tax, business, and real estate matters;
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