Senior Financial Planner - Hybrid, HNW Wealth Strategy

AssetMark; Charlotte (NC); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Flex Time / PTO

401K match

Medical / Dental / Vision

HSA contribution

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid work schedule

Job summary

AssetMark is seeking a Senior Financial Planner to deliver expert financial planning services to advisors and clients, developing comprehensive plans across investments, retirement, estate, and planning strategies.

Role supports a hybrid schedule near Charlotte, NC or Concord, CA, with responsibilities spanning client plans, tool mastery (eMoney, MoneyGuide, SS Analyzer), advisor collaboration, and ongoing education for clients and staff.

Qualifications

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

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
• Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer)
• Partner with an advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness and accountability for the client's future
• Use analytical and relationship skills to uncover clients' needs and position appropriate solutions
• Educate advisors on strategies and integrate efficient planning approaches
• Collaborate with Wealth Solutions to develop client strategies
• Keep current on wealth transfer, complex retirement needs, Social Security, and estate planning topics
• Co-present financial planning concepts with advisors
• Develop educational resources for advisors and clients
• Other duties as assigned

Skills

Analytical skills

Detail oriented

Communication

MS Office

Salesforce

Financial software

Independent work

Presentation

Ethics

Education

CFP designation

7+ years experience with HNW

Bachelor's degree

Tools

eMoney

MoneyGuide

Holistiplan

SS Analyzer

Morningstar

Portfolio analysis tools

Job description

AssetMark is seeking a Senior Financial Planner to deliver expert financial planning services to advisors and clients, developing comprehensive plans across investments, retirement, estate, and planning strategies.

Role supports a hybrid schedule near Charlotte, NC or Concord, CA, with responsibilities spanning client plans, tool mastery (eMoney, MoneyGuide, SS Analyzer), advisor collaboration, and ongoing education for clients and staff.