Advanced Wealth Strategist - Wealth Management

Job description

Job DetailsLevel: ExperiencedJob Location: Torrance CA - Torrance, CA 90503Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $160,000.00 - $183,000.00 SalaryTravel Percentage: Up to 25%Job Shift: DayJob Category: Estate PlanningEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity acr...