Senior Financial Planner

The Job/What You’ll Do:;

The 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 & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies.

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

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 (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 for 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

Knowledge, Skills, 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:

• Bachelor’s degree required or equivalent experience

• Minimum 7+ years of financial planning experience with HNW individuals

• Active CFP® (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, or others)

Compensation: The Base Salary range for this position is between $145,000-$170,000.

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. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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