Top 56 Wealth management advisor Jobs in Tustin, Ca

Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —Irvine, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
14h
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Representative
Northwestern Mutual - Irvine —Irvine, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Financial Professional
New York Life —Newport Beach, CA
- $57,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Stewardandstone.com —Orange County, CA
- $72,109.87 - $1,186,841,000.00 a year
- Temporary
- Hybrid work
- Research
- Mid-level
- Internship
- Professional development assistance
- Referral program
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
14d
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Financial Advisor
Northern Trust Corp. —Newport Beach, CA
- $110,000 - $185,000 a year
- Full-time
- 5 years
- Travel
- US work authorization
- Health insurance
- Dental insurance
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Paraplanner
ArcBridge Financial Group —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d
Financial Advisor
First Command Financial Services, Inc. —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Private Client Advisor II
Bank of America —Newport Beach, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
7d
Financial Advisor, Wealth Management
Credit Union of Southern California —Fullerton, CA
- $68,640 - $81,120 a year
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
2d

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Advanced Wealth Strategist - Wealth Management

EP Wealth Advisors, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$160,000 - $183,000 a year

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

CFP
Bachelor's degree
Financial services

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, 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 across advanced estate planning, tax, business, real estate, and family governance matters.

This role is designated as a remote position within the Southwest division (Southern California) and requires the ability to attend onsite client engagements and in‑office meetings in Torrance, California.

Responsibilities:

Work closely with 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 with at least $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.
Lead and 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.

CFP Designation and at least one additional designation/area of specialty are required
Minimum 10 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
Proficient knowledge in real estate, business, and estate planning documents
Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
Must have strong organizational and administrative skills
Ability to maintain confidentiality of highly sensitive information
Efficient and effective 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
Excellent interpersonal skills, including flexibility, tact, and diplomacy
Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $160,000.00 - $183,000.00 (per year)

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
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
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

#LI-JJ1

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Quick Apply

Refine Your Search

wealth management advisor jobs in tustin, ca

Advanced Wealth Strategist - Wealth Management

Financial Advisor

Entrepreneurial Financial Advisor

Certified Financial Planner (Tax Focused)

Certified Financial Planner

Financial Representative

Financial Professional

Private Equity Investment Sales Associate

Financial Advisor

Financial Advisor

Financial Planning Associate

Private Banker

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Financial Advisor

Registered Wealth Management Client Associate

Paraplanner

Financial Advisor

Private Client Advisor II

Financial Advisor, Wealth Management

Sr Relationship Manager, Advisory

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