Senior Financial Planner

AssetMark

United States

Hybrid

USD 125,000 - 200,000

Full time

10 days ago

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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

Job summary

AssetMark is seeking a Senior Financial Planner to deliver expert financial planning for high-net-worth clients and advisors. You will develop comprehensive plans covering retirement, estate planning, and investments, collaborating with an advisory team to ensure accuracy and excellent client service.

You will use advanced planning tools like eMoney and MoneyGuide and stay current on wealth transfer and retirement strategies, while educating advisors on effective planning techniques.

Qualifications

Active CFP and additional designation(s) desirable.
Minimum 7+ years of financial planning experience with High Net Worth clients.
Bachelor’s degree required or equivalent experience.

Responsibilities

Prepare High Net Worth financial plans including retirement, estate planning, and risk management.
Collaborate with advisors to deliver a seamless client experience.
Use analytical and relationship management skills to identify client needs.
Educate advisors on financial planning strategies and execution.
Keep current on wealth transfer, complex retirement needs and estate planning.
Present financial planning concepts with advisors and clients.
Develop educational resources for advisors and clients.
Other duties as assigned.

Skills

Analytical problem-solving

Detail-oriented

Communication skills

MS Word

Excel

PowerPoint

Outlook

Salesforce

financial planning software

Education

CFP

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

Bachelor’s degree or equivalent experience

Tools

eMoney

MoneyGuide

Holistiplan

SS Analyzer

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:

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.

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.