Senior Financial Planner

AssetMark; Concord (CA); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Flex Time

Job summary

AssetMark is seeking a Senior Financial Planner in the United States to deliver expert financial planning services to advisors and clients, covering investment, retirement, estate, and estate planning strategies. A hybrid schedule is possible near our Charlotte, NC or Concord, CA offices.

You will use tools like eMoney, MoneyGuide, SS Analyzer, and Morningstar to craft comprehensive plans and educate clients on strategies. Requires CFP and 7+ years of experience.

Qualifications

• Active CFP and additional designation (e.g., CEPA, RICP, CDFA, EA, CAP)
• Minimum 7+ years of financial planning experience with high-net-worth individuals
• Bachelor’s degree or equivalent experience required

Responsibilities

• Prepare High Net Worth financial plans including retirement projections, business transitions, Social Security analysis, education funding, estate planning, asset protection, and risk management needs
• Proficient with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.)
• Partner with an advisor to deliver an exceptional client experience with accuracy and timeliness
• Identify client needs and position appropriate financial solutions
• Collaborate with Wealth Solutions to develop client strategies
• Stay current on wealth transfer, complex retirement, and estate planning topics
• Co-present financial planning concepts with advisors
• Develop educational resources to help advisors and clients understand financial decisions

Skills

Analytical skills

Attention to detail

Communication

MS Office

Salesforce

Financial planning software

Education

CFP designation

Bachelor’s degree

Tools

eMoney

MoneyGuide

Holistiplan

SS Analyzer

Morningstar

Portfolio analysis

Job description

The Job/What You’ll Do:
The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies.

Job Description:
The Job/What You’ll Do:
The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, or Concord, CA.

Responsibilities:

• Prepare High Net Worth (HNW) financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs
• Highly skilled with financial planning tools (ex, eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.)
• Partner with an advisor to deliver an exceptional, seamless client experience, focusing on accuracy, timeliness, and accountability for the client's future
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs
• Utilize knowledge to integrate efficient strategies into financial plans and educate advisors on strategies
• Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client
• Keep current on financial planning topics, including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning
• Co- present financial planning concepts and analysis with advisors
• Develop educational resources to help advisors & clients understand financial decisions and their implications
• Other duties as assigned

Knowledge, Skills, Abilities:

• Strong analytical and problem-solving abilities
• Detail-oriented, organized, and able to manage multiple tasks
• Exceptional communication and interpersonal skills
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis)
• Ability to work independently, managing and prioritizing deliverables
• Ability to present both virtually and in person
• Ethical conduct and commitment to client interests

Education & Experience:

• Active CFP® (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other)
• Minimum 7+ years of financial planning experience with HNW individuals
• Bachelor’s degree required or equivalent experience

Compensation: The Base Salary range for this position is between $150,000-$180,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what’s right, always. Even when it’s hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.