Financial Planner
EP Wealth Advisors
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
Vacancy posted 5 days ago
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