Remote Senior Wealth Strategist
EP Wealth Advisors, LLC
Brooklyn, NY
- Remote job
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-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 1 day ago
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