AssetMark · 13 hours ago
Senior Financial Planner
Charlotte, NC
Full-time
Hybrid
Senior Level
$150K/yr - $180K/yr
7+ years expAssetMark is a company shaping the future of financial services, and they are seeking a Senior Financial Planner to provide expert financial planning services and advice to advisors and clients. The role involves developing comprehensive financial plans, advising on various financial strategies, and collaborating with other teams to deliver exceptional client experiences.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Prepare High Net Worth (HNW) financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs
Highly skilled with financial planning tools (ex, eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.)
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
Utilize knowledge to integrate efficient strategies into financial plans and educate advisors on strategies
Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client
Keep current on financial planning topics, including, but not limited to, 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 & clients understand financial decisions and their implications
Other duties as assigned
Qualification
Required
Active CFP® (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other)
Minimum 7+ years of financial planning experience with HNW individuals
Bachelor's degree required or equivalent experience
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
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