Remote Director, Advanced Wealth Planning

AssetMark; Northern (KY); Hybrid; USD 200,000 - 265,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K Match

Medical, Dental, Vision

HSA contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark seeks a Director of Advanced Planning within the Wealth Solutions group to shape and deliver comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will guide cross-functional teams, provide thought leadership in estate planning, and ensure an exceptional advisor and client experience across the organization.

You will lead a team of senior financial planners, leverage JD/CFP® expertise, and develop scalable frameworks that enhance planning

Qualifications

• CFP® and CPA certifications required
• 10+ years of financial planning experience, including HNW/UHNW engagements
• Proven estate planning, tax strategy, and business transition experience
• Ability to lead cross-functional strategic projects and mentor senior planners

Responsibilities

• Influence strategic direction of planning capabilities across AssetMark
• Provide unbiased, customized wealth planning guidance for HNW/UHNW clients
• Lead and mentor a team of senior financial planners
• Collaborate with Product, Sales, and Marketing to integrate planning solutions
• Develop scalable processes and frameworks for planning efficiency
• Present complex planning topics to advisors, boards, and partners

Skills

Communication skills

Leadership

Strategic thinking

Client relationship management

Education

Bachelor’s degree

CFP Certification

CPA Certification

Advanced degree (JD/MBA/MST)

Tools

eMoney

MoneyGuidePro

Holistiplan

Salesforce

Job description

AssetMark seeks a Director of Advanced Planning within the Wealth Solutions group to shape and deliver comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will guide cross-functional teams, provide thought leadership in estate planning, and ensure an exceptional advisor and client experience across the organization.

You will lead a team of senior financial planners, leverage JD/CFP® expertise, and develop scalable frameworks that enhance planning