Senior Wealth Strategist

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
• Provides 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
• Identifies analytical tools required to enhance the process and how efficiencies can be attained
• Identifies 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
• Lead the vision and execution for financial and estate planning strategy across the organization, aligned with broader company goals
• Leads the creation and distribution of written reports
• Oversees the delivery of high-impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies
• Serves as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide planning standards, best practices, and innovation
• Directs 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
• Leads and mentors a team of senior financial planners; provides guidance on technical planning, client engagement, and professional growth
• Uses JD and CFP® expertise to design and deliver tax- and estate-efficient planning frameworks, tools, and educational resources
• Develops scalable processes and frameworks that improve consistency, efficiency, and impact of the planning function
• Serves as a senior-level contact for escalated, complex advisor cases and unique client needs
• Champions innovation and continuous improvement in planning technology (e.g., eMoney, Holistiplan, SS Analyzer) and process design
• Works with advisors to develop business opportunities with new and existing clients
• 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
• Collaborates 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 is between $200,000-$230,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors, which may include job-related knowledge, skills, education, experience, and actual work location. Additionally, this position is eligible for an annualized Variable Incentive plan target of up to 30%. The achievement of the Variable Incentive Plan target will be based on company and individual performance to goals and metrics.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

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. Our values are how we show up every day. 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.

Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 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.