Associate Wealth Strategist - Southern, CA

The Associate 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 Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically ranging from $10–25 million in Assets Under Management (AUM), with complexity across advanced estate planning, tax, business, and real estate matters.

Responsibilities:

• Work closely with Advanced Wealth Strategists and Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.

• Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients typically ranging from $10–25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.

• Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.

• Participate in Family Office Services strategy discussions and internal client planning meetings.

• Support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.

• Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.

• Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.

• Be available for in-person client, prospect, and firm initiatives as needed.

• Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.

• Perform additional related duties as needed to support business development, client retention, and firm growth objectives.

• Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 Floating Holidays
• Paid Parental Leave 
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program