Associate Wealth Strategist - Southern, CA

EP Wealth Advisors, LLC; United States; Teletrabalho; USD 110 000 - 145 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Highly subsidized Health, Dental, and

Vision Plans

401k Retirement Account with company

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health 

Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimburse

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

Resumo da oferta

EP Wealth Advisors (EPWA) is a wealth management advisory firm serving ultra high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and develops execut-able estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.

The role collaborates with Advanced Wealth Strategists and Advisors across WMS and FOS teams to support wealth transfer strategies for clients typically $10-25 million AUM.

Qualificações

• CFP designation required; an additional designation/area of specialty is a plus
• Minimum 6 years client-facing experience in financial services or related field
• Bachelor’s degree from an accredited university
• Advanced Degree or licensing is a plus
• Proficient knowledge in real estate, business, and estate planning documents
• Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
• Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
• Must have strong organizational and administrative skills
• Ability to maintain confidentiality of highly sensitive information
• Efficient and effective written and oral communication skills
• Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
• Reliable, client-focused, and known for exceptional follow-through
• Positive, self-motivated, and guided by sound ethical judgment
• Excellent interpersonal skills, including flexibility, tact, and diplomacy
• Ability to work independently and also cohesively as part of a team

Responsabilidades

• Work closely with Advanced Wealth Strategists and Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.
• Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients typically ranging from $10-25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.
• Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.
• Participate in Family Office Services strategy discussions and internal client planning meetings.
• Support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.
• Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.
• Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.
• Be available for in-person client, prospect, and firm initiatives as needed.
• Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.
• Perform additional related duties as needed to support business development, client retention, and firm growth objectives.
• Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance

Conhecimentos

CFP designation

Client-facing experience

Organizational skills

Communication skills

Attention to detail

Ethical judgment

Interpersonal skills

Team collaboration

Multitasking

Problem solving

Confidentiality

Formação académica

Bachelor’s degree from accredited university

Advanced Degree or licensing

Ferramentas

eMoney

Microsoft Office

Monday.com

Salesforce CRM

Vanilla AI planning

Wealth.com

Descrição da oferta de emprego

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.

The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically ranging from $10-25 million in Assets Under Management (AUM), with complexity across advanced estate planning, tax, business, and real estate matters.

Responsibilities

• Work closely with Advanced Wealth Strategists and Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.

• Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients typically ranging from $10-25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.

• Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.

• Participate in Family Office Services strategy discussions and internal client planning meetings.

• Support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.

• Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.

• Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.

• Be available for in-person client, prospect, and firm initiatives as needed.

• Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.

• Perform additional related duties as needed to support business development, client retention, and firm growth objectives.

• Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

Qualifications

• CFP Designation required (an additional designation/area of specialty is a plus)

• Minimum 6 years client-facing experience in financial services or related field

• Bachelor’s degree required from an accredited university

• Advanced Degree or licensing is a plus

• Proficient knowledge in real estate, business, and estate planning documents

• Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software

• Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus

• Must have strong organizational and administrative skills

• Ability to maintain confidentiality of highly sensitive information

• Efficient and effective written and oral communication skills

• Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving

• Reliable, client-focused, and known for exceptional follow-through

• Positive, self-motivated, and guided by sound ethical judgment

• Excellent interpersonal skills, including flexibility, tact, and diplomacy

• Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $110,000.00 - $145,000.00 (per year)

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
• Paid Parental Leave
• Paid Volunteer Time
• 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

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.