AssetMark · 1 week ago
Senior Wealth Strategist
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
$175K/yr - $210K/yr
10+ years expAssetMark is a financial services company focused on shaping the future of wealth management. They are seeking a Senior Wealth Strategist to provide sophisticated wealth planning solutions for high-net-worth clients while mentoring a team of advanced planners.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Provide unbiased, customized wealth planning guidance to advisors and their HNW/UHNW ($30M+) clients based on deep client discovery and understanding
Participate directly in complex client engagements, including estate planning, tax mitigation, wealth transfer, business succession, and multi-generational strategies
Serve as a senior resource for advisors navigating sophisticated planning scenarios and unique client needs
Work alongside advisors to support new and existing client opportunities and deepen client relationships
Advocate for and model effective use of AssetMark’s Wealth Solutions and Advanced Planning engagement framework
Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making
Present complex planning concepts in a clear, conversational, and practical manner for both advisors and clients
Coach and mentor senior financial planners through real-time casework, feedback, and shared client engagements
Support consistency and quality in planning deliverables, tools, and processes across the team
Partner with Product, Sales, and Technology teams by providing advisor- and client-informed feedback to enhance planning solutions
Utilize planning technology and analytics to deliver engaging, insight-driven client experiences
Train and enable advisors to confidently lead effective, technology-enabled wealth strategy conversations
Minimal travel requirement
Qualification
Required
10+ years of experience in advanced financial planning and HNW/UHNW client engagements
Active CFP® required
Bachelor's degree required
Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce
Proven ability to collaborate with professional advisors (e.g., CPAs, estate planning, and transaction attorneys)
Strong presentation and communication skills in both one-on-one and group settings
Ability to coach advisors and planners through complex cases while remaining hands-on with clients
Comfort balancing execution, mentorship, and collaboration in a fast-paced environment
Deep experience in estate planning, tax planning, wealth transfer, and business transition strategies
Preferred
Advanced degree strongly preferred (CPA, JD, MST, MBA)
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase