Advanced Wealth Strategist - Southern, CA

1 month, 3 weeks ago
Full-time
Senior
Finance and Accounting
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
251-1K
Founded 2004

Description

  • Analyze client asset portfolios and tax circumstances to develop practical wealth planning strategies.
  • Create client-ready deliverables and present recommendations in meetings with clients and prospects.
  • Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives.
  • Compare advanced planning options and explain tradeoffs to support client decision-making.
  • Partner with Advisors, Family Office Services, and Wealth Management Services on client planning and strategy discussions.
  • Coordinate with external professionals such as CPAs and attorneys to facilitate strategy implementation.
  • Serve as a Service Offering Team Lead and/or firm subject matter expert on multiple service offerings.
  • Build and maintain relationships with external attorneys and tax advisors.
  • Support business development, client retention, and firm growth through additional related duties.
  • Maintain compliance with company policies and procedures while delivering high-quality client service.

Requirements

  • CFP designation and at least one additional designation or specialty area.
  • Minimum 10 years of client-facing experience in financial services or a related field.
  • Bachelor’s degree from an accredited university.
  • Advanced degree or licensing is a plus.
  • Proficient knowledge of real estate, business, and estate planning documents.
  • Experience with eMoney, Microsoft Office, Monday.com, and Salesforce CRM.
  • Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus.
  • Strong organizational and administrative skills.
  • Ability to maintain confidentiality of highly sensitive information.
  • Excellent written and oral communication skills.
  • Detail-oriented, ethical, deadline-driven, and able to multitask and solve problems.
  • Ability to work independently and collaboratively as part of a team.

Benefits

  • Base pay of $160,000 to $183,000 per year.
  • 11 paid holidays plus 2 floating holidays.
  • Paid parental leave.
  • Flexible work schedule.
  • Highly subsidized health, dental, and vision plans.
  • 401(k) retirement account with company match.
  • Free mental health services, life insurance, and long- and short-term disability insurance.
  • Flexible spending accounts and health savings accounts.
  • Employee educational expense reimbursement.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Senior Financial Systems Analyst

EquipmentShare 1K-5K Construction & Engineering

EquipmentShare is hiring a fully remote Senior Financial Systems Analyst based in Columbia, Missouri, to strengthen Procure-to-Pay analytics, financial systems, controls, vendor processes, and workflow automation.

Python SQL
2 days, 4 hours ago

Financial Planning & Analysis (FP&A) Analyst

Truss 51-250 Internet Software & Services

Truss is seeking a fully remote Senior FP&A Analyst on a six-month contract to own budgeting, forecasting, financial modeling, project profitability analysis, and finance process modernization for its government technology consultancy.

Looker Power BI Tableau
2 days, 5 hours ago

Pricing Analyst

Cohere Health 251-1K Insurance

Cohere Health is seeking a Pricing Analyst to support its Commercial organization by analyzing pricing opportunities, modeling profitability and revenue impacts, and contributing to budgeting and forecasting in a healthcare technology environment.

Power BI Tableau
3 days, 4 hours ago

Manager, FP&A - R&D

BeyondTrust 1K-5K Professional Services

BeyondTrust is seeking a Manager-level FP&A business partner to support its CTO, Engineering, and Customer-Centric Operations organizations by connecting investment, infrastructure, capacity, and delivery costs to business performance and scalable growth.

Cybersecurity
3 days, 4 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers