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-LjbffrRemote Senior Wealth Strategist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.