Senior Financial Planner

About the role

As a Senior Financial Planner on the Advanced Planning Team, you will provide expert financial planning services and advice to advisors and 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, including Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs
• Demonstrate high proficiency with financial planning tools such as eMoney, MoneyGuide, Holistiplan, SS Analyzer, and others
• 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
• Integrate efficient strategies into financial plans and educate advisors on those strategies
• Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations
• Stay current on financial planning topics, including 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 and clients understand financial decisions and their implications

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

Pay

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.