Elite Wealth Strategist — Estate & Transfer Planning
EP Wealth Advisors, LLC
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; #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Elite Wealth Strategist — Estate & Transfer Planning in Torrance, CA vacancy
- EP Wealth Advisors is seeking an Associate Wealth Strategist to analyze client portfolios and develop comprehensive planning strategies for ultra high-net-worth clients. You will deliver actionable estate and wealth transfer plans and present recommendations in client meetings...SuggestedWork at office
- 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...SuggestedRemote jobWork at office
$110k - $145k
...EP Wealth Advisors (EPWA) is a wealth management advisory... .... The Associate Wealth Strategist is responsible for... ...delivering practical, executable estate, income, gift, and charitable planning strategies through... ...teams to support wealth transfer strategies for ultra high...SuggestedTemporary workWork at officeFlexible hoursEP Wealth Advisors
Torrance, CA3 days ago- Singularity Defense in Gardena, CA, is seeking a Contracts Manager to own contract formation, negotiation support, risk management, and post-award administration across domestic and international defense opportunities, ensuring that commitments, IP positions, and payment...SuggestedContract work
- OSI Engineering is looking for an Experience Design Strategist based in Torrance, CA, to develop innovative brand and digital experience strategies. The role requires expertise in research and storytelling to connect future mobility opportunities with customer experiences...SuggestedWork at office
- SPACE EXPLORATION TECHNOLOGIES CORP (SpaceX) seeks a Sr. Property Tax Analyst to manage national property tax compliance, audits, and appeal processes. The role involves accurate data management and collaboration with teams to identify tax savings opportunities. Candidates...Full timeWork at officeRemote work
- ...Manager to develop and execute global sourcing strategies across services, indirect materials, capital equipment, facilities, and real estate-related agreements. You will partner with Engineering, Operations, Facilities, Finance, and Legal to align sourcing decisions with...
- ...support the OEM business across the US and UK. You will review customer agreements, shape bid strategies, and design risk‑minimization plans for contract execution. As a member of the CAG Contracts & Compliance Leadership team, you will oversee policies to strengthen...Contract work
$120k - $160k
SpaceX is looking for a Sr. Property Tax Analyst in Hawthorne, CA. This role involves managing property tax compliance, audits, and developing strategies for property tax savings. The ideal candidate should have 4+ years of relevant experience, a bachelor's degree in accounting...Full timeRemote work- Divergent is seeking a Capture & Proposal Analyst to drive strategic RFx responses and customer materials. You will translate complex technical concepts into compelling content, coordinate with engineering, finance, and legal teams, and ensure on-time, compliant submissions...
- SpaceX is seeking a Property Tax Analyst in Hawthorne, CA to manage nationwide compliance, audits and appeals. You will coordinate with accounting, government affairs and external consultants to optimize property tax savings across states. Responsibilities include preparing...
- Northwood is seeking a Finance & Business Operations Analyst to own the economics of our global ground network. You will build the operating model and the revenue and cost forecasts that guide pricing, network design, and deployment, working closely with business development...
- SpaceX is seeking an experienced Property Tax Analyst to manage compliance, audits, and appeals nationwide. This full-time role supports strategy and savings initiatives and interacts with cross-functional teams to optimize property tax outcomes. The position is based in...Full time
- SpaceX in Hawthorne, CA seeks a Sr. Property Tax Analyst to manage nationwide property tax compliance, audits, and appeals. You will coordinate personal property tax returns across states, review notices, perform tax research, and drive savings initiatives with external...Full time
- SpaceX is seeking a Proposal Specialist in Hawthorne, CA to manage the preparation and submission of bids for commercial and government opportunities. You will coordinate authors from across technical and business teams, edit and rewrite text for clarity, and develop visuals...
- SpaceX in Hawthorne, CA is seeking a Sr. Compensation Analyst to partner with HR and leadership to shape hiring, promotions, and annual compensation programs, leveraging data to drive strategic people decisions. You will develop job levels, salary structures, participate...Relocation
- SpaceX is seeking a Sr. Real Estate Analyst to support corporate real estate across offices, manufacturing spaces and related operations at our Hawthorne, CA campus. The role requires an active real estate license and 10+ years of experience (or 15+ years) in corporate...
$90k - $110k
Skechers is seeking a Merchandise Planner to manage brand-level merchandise plans, ensuring sales and inventory alignment. Responsibilities include planning, forecasting, and communication with the merchandising team, as well as leading OTB meetings. Ideal candidates will...$90k - $110k
Skechers USA Ltd. in Manhattan Beach is seeking a Merchandise Planner responsible for developing and executing merchandise plans that align with company goals. The Ideal candidate should have strong analytical skills, proficiency in retail math, and the ability to manage...$80k - $100k
SPACE EXPLORATION TECHNOLOGIES CORP is seeking a Proposal Specialist to manage the preparation and submission of proposals for competitive business opportunities, including launch and Starlink services. In this role, you will ensure proposals are compelling and clear, coordinating...- American Honda Motor Co., Inc. is looking for a District Parts & Service Sr. Specialist II based in Torrance, CA. This role acts as the key liaison between AHM and Honda/Acura dealerships, focusing on enhancing customer experience and dealer profitability. The qualified...
- Skechers U.S.A., Inc. is seeking an International Buyer to drive strategic merchandise selection and inventory management across European retail stores and ecommerce platforms. You will curate assortments, evaluate existing styles, and collaborate with Product teams to ...
- ...will curate optimal assortments, evaluate styles, and maintain balanced stock for international markets. Collaborate with Product, Planning and Marketing to ensure a consistent global brand message, analyze performance with advanced Excel, and develop open‑to‑buy...
- Skechers U.S.A., Inc. is seeking a Senior Technical Solutions Analyst - GenAI to lead the GenAI platform lifecycle, prioritize use cases, and align AI initiatives with business goals. You will collaborate with software engineering teams, product stakeholders, and compliance...
- QUICK USA is seeking a Senior Consultant, Cybersecurity in Torrance, CA to act as a customer-facing strategic advisor. You will assess, design, and execute cybersecurity programs for Japanese multinational enterprises in the US, bridging technical depth and business strategy...
- ...Consulting team with offices in Los Angeles, New York, or Washington, D.C. The role focuses on strategic planning, portfolio and capital strategies for real estate clients. After onboarding, Associates lead day-to-day client work alongside senior leadership, building financial...
$115k - $185k
...United States and its allies. About the role As a Growth Strategist at Picogrid, you will drive the company's growth across the U.S... ...execute capture strategies, including stakeholder engagement plans, teaming approaches, pricing strategies, and win themes. Represent...Permanent employmentWork at officeRelocation packagePicogrid
El Segundo, CA3 days ago$65 per hour
...Title: Marketing Investment Strategist (Contract) Payrate: $65/hour Duration: 12-month assignment Location: Culver City, CA (Hybrid) Summary... ...your role. What You'll Do: Lead end-to-end marketing budget planning, forecasting, and ongoing investment management across...Contract workTCWGlobal
Culver City, CA4 days ago$81 - $90 per hour
...design with the world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. Aquent is an equal-opportunity employer. We evaluate qualified applicants...Hourly payWeekly payTemporary workImmediate startSkill Corp
Culver City, CA2 days ago$149.4k - $225.2k
...into Apple Services’s owned social channels. Lead an engaged team of Social Marketing Strategists across multiple lines of business. Collaborate with cross‑functional teams to plan and execute integrated programming and campaigns on social, including business teams, strategy...Relocation packageNight shiftWeekend workApple
Culver City, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Wealth Strategist — Estate & Transfer Planning. Be the first to apply!
Related searches
- senior brand strategist Torrance, CA
- business strategist Torrance, CA
- communications strategist Torrance, CA
- strategy consultant Torrance, CA
- technology strategist Torrance, CA
- design strategist Torrance, CA
- media strategist Torrance, CA
- investment strategist Torrance, CA
- strategist Torrance, CA
- estate paralegal Torrance, CA