Private Wealth Management Wealth Strategist

What you’d do

Works with Private Wealth Advisors to bring in clients with net worth generally above $10MM and advises on estate, income tax, business succession, philanthropic and trust planning. Full time role in Irvine, CA. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• 10+ years wealth management with high/ultra-high net worth clients
• Juris Doctor (JD) preferred
• Estate and income tax planning expertise
• Proficiency with Microsoft Office