Associate Wealth Strategist-Wealth Management (Hybrid)

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.

Qualifications

• CFP Designation required (an additional designation/area of specialty is a plus)
• Minimum 6 years client-facing experience in financial services or related field
• Bachelor’s degree required from an accredited university
• Advanced Degree or licensing is a plus
• Demonstrated knowledge of real estate, business, and estate planning documents
• Proficient knowledge in eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
• Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
• Strong organizational and administrative skills
• Strong written and oral communication skills
• Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
• Reliable, client-focused, and known for exceptional follow-through
• Positive, self-motivated, and guided by sound ethical judgment

Pay

Compensation: Our base pay $110,000.00 - $145,000.00 (per year)

What We Offer

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Hightly 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