Senior Wealth Strategist

AssetMark; North Carolina; On-site; USD 200,000 - 265,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K – Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development

Fitness Reimbursement

Job summary

AssetMark’s Wealth Solutions group seeks a Director of Advanced Planning to shape the strategic direction and delivery of comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will partner across functions to evolve planning capabilities and provide thought leadership in estate planning and business succession.

You will lead the delivery of high-impact plans, mentor senior planners, and leverage JD/CFP expertise to create efficient, compliant wealth

Qualifications

• Bachelor's and advanced degree (JD/MST/MBA) required.
• Active CFP and CPA certifications required.
• 10+ years of financial planning experience with HNW/UHNW clients.

Responsibilities

• Influence strategic direction and delivery of planning for HNW/UHNW clients.
• Lead and mentor a team of senior financial planners.
• Oversee complex wealth plans including retirement, tax mitigation, and wealth transfers.
• Collaborate cross-functionally with Product, Sales and Marketing.
• Develop scalable planning processes and tools.
• Present to executives, advisors, and boards as needed.
• Design tax- and estate-efficient planning frameworks.

Skills

Financial planning

Estate planning

Tax strategy

Business transitions

Leadership

Cross-functional

CFP

CPA

eMoney

MoneyGuidePro

Holistiplan

Salesforce

Education

Bachelor's & advanced degree

CFP Certification

CPA Certification

Tools

eMoney

MoneyGuidePro

Holistiplan

Salesforce

Job description

The Job/What You’ll Do:

The Director of Advanced Planning plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner cross-functionally to shape and evolve AssetMark’s planning capabilities, provide thought leadership in complex estate and business succession planning, and ensure an exceptional advisor and client experience.

Responsibilities:

• Ensures AssetMark philosophy and process is maintained and continually enhanced
• Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
• Manages the team to ensure workload is completed in a timely and efficient manner
• Collaborates with and helps develop career growth for team members
• Identify analytical tools required to enhance the process and how efficiencies can be attained
• Identify new planning & estate solutions for inclusion on the AssetMark platform
• Oversees responses to all requests and questions and hosts presentations to financial advisors and sales team in person and via webinars
• Creation and distribution of written reports
• Lead the vision and execution for financial and estate planning strategy across the organization, aligned with broader company goals
• Oversee the delivery of high-impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies
• Serve as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide planning standards, best practices, and innovation
• Direct cross-functional collaboration with Product, Sales, and Marketing to enhance and integrate planning solutions into advisor offerings
• Influence and co-present on complex planning topics, both internally and externally, including with advisory boards, councils, and strategic partners
• Lead and mentor a team of senior financial planners; provide guidance on technical planning, client engagement, and professional growth
• Use JD and CFP® expertise to design and deliver tax- and estate-efficient planning frameworks, tools, and educational resources
• Develop scalable processes and frameworks that improve consistency, efficiency, and impact of the planning function
• Serve as a senior-level contact for escalated, complex advisor cases and unique client needs
• Champion innovation and continuous improvement in planning technology (e.g., eMoney, Holistiplan, SS Analyzer) and process design
• Work with advisors to develop business opportunities with new and existing clients
• Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
• Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making

Knowledge, Skills, and Abilities:

• Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce
• Exceptional written and verbal communication skills with experience presenting at senior leadership and client levels
• Strong business acumen and ability to navigate ambiguity, balance competing priorities, and influence without authority

Education & Experience:

• Bachelor’s and advanced degree (e.g., JD, MST, MBA) required
• Active CFP® and CPA certifications required
• 10+ years of financial planning experience, including complex HNW/UHNW client engagements and cross-functional strategic projects
• Proven expertise in estate planning, tax strategy, and business transitions

Compensation:

The base salary range for this position in high cost-of-living markets (San Francisco Bay Area, New York Metro, and Washington, DC Metro areas) is $230,000 – $265,000. For all other U.S. locations, the base salary range is $200,000 – $230,000. 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. #LI-CR1 #LI-Remote

Who We Are & What We Offer:

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.

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

• 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.

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.