Remote UHNW Estate & Wealth Transfer Strategist
$110k - $145kEP Wealth Advisors
Torrance, CA
- Remote job
EP Wealth Advisors is looking for a remote Associate Wealth Strategist to analyze client portfolios and develop estate planning strategies. This role involves significant client engagement, working closely with Advanced Wealth Strategists to support ultra high-net-worth clients. The candidate should possess a CFP designation, a minimum of 6 years of client-facing experience, and a keen understanding of estate and business planning. The compensation ranges from $110,000 to $145,000 annually, along with attractive benefits like 3 weeks PTO and flexible work schedules. #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 2 days ago
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