Senior Financial Planner

AssetMark’s 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 and clients, helping them achieve their financial goals. Candidates must be able to accommodate a hybrid work schedule and be located near the office in Charlotte, NC, or Concord, CA.

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 (e.g., eMoney, MoneyGuide, Holistiplan, SS Analyzer).
• Partner with advisors to deliver an exceptional, seamless client experience, focusing on accuracy, timeliness, and accountability for the client’s future.
• Use analytical and relationship management skills to uncover clients’ needs and position appropriate solutions.
• 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.
• Perform other duties as assigned.

Requirements

• Active CFP® (Certified Financial Planner) designation plus an additional designation (e.g., CEPA, RICP, CDFA, EA, CAP).
• Minimum 7+ years of financial planning experience with High Net Worth individuals.
• Bachelor’s degree required or equivalent experience.

Skills

• 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.

Pay

The base salary range for this position is $150,000–$180,000, plus variable incentive compensation. Candidates must be legally authorized to work in the U.S.; visa sponsorship is not available.

Benefits

• Flexible or paid time off and sick time off.
• 401K with 6% employer match.
• Medical, dental, and vision coverage (HDHP or PPO).
• HSA with employer contribution (HDHP only).
• Volunteer time off.
• Career development and recognition programs.
• Fitness reimbursement.
• Hybrid work schedule.

About AssetMark

AssetMark is a company shaping the future of financial services. Our mission is to help over 10,500 financial advisors make a meaningful difference in their clients’ lives by combining powerful technology, holistic support, and expert consulting. Backed by a comprehensive suite of investment solutions and a trust company with over $150B in assets under management, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Values

• Heart: Leading with compassion to make a difference in the lives of teammates, clients, investors, and communities.
• Client Success: A relentless focus on what matters to clients, creating loyal and lasting relationships.
• Integrity: Doing what’s right, always, even when it’s difficult.
• Respect: Being authentic, inclusive, and valuing all voices while winning together.
• Excellence: Learning fast, continuously improving, innovating, and collaborating to find better solutions.