Senior Wealth Strategy Lead — Remote
AssetMark
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Benefits offered by this job
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
Education
Tools
Job description
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
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