Senior Financial Planner

AssetMark; United States; Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – Employer match

Medical, Dental, Vision benefits

HSA – Employer contribution

Volunteer Time Off

Career development

Job summary

AssetMark seeks a Senior Financial Planner to provide expert financial planning services and advice to advisors and clients, developing comprehensive plans across investment, retirement, estate, and estate planning strategies.

You will prepare High Net Worth financial plans, partner with advisors to deliver a seamless client experience, and stay current on planning topics, educating others as needed.

Qualifications

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

Responsibilities

• Prepare High Net Worth (HNW) financial plans for prospective and existing clients, including Retirement Projections and estate planning
• Partner with an advisor to deliver an exceptional client experience
• Use analytical and relationship management skills to uncover client needs and position solutions
• Collaborate with Wealth Solutions to develop client strategies
• Keep current on financial planning topics and educate advisors on strategies
• Co-present financial planning concepts with advisors
• Develop educational resources for advisors and clients

Skills

Analytical thinking

Detail-oriented

Communication

MS Word/Excel/PowerPoint

Salesforce

Financial planning software

Education

CFP® certification

Additional designation (CEPA, RICP, CDFA, EA, CAP)

Bachelor’s degree or equivalent experience

Tools

eMoney

MoneyGuide

Holistiplan

SS Analyzer

Morningstar

Portfolio analysis tools

Job description

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.

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 in high cost-of-living markets (San Francisco Bay Area, New York Metro, and Washington DC Metros areas) is $140,000–$200,000. For all other U.S. locations, the base salary range is $125,000–$175,000 These ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package. 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.

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

Equal Opportunity Employer

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

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.

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