Senior Financial Planner

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, including Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with an advisor to deliver an exceptional, seamless client experience, focusing on accuracy, timeliness, and accountability for the client's future. 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. 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 Active CFP® (Certified Financial Planner) and additional designation (e.g., CEPA, RICP, CDFA, EA, CAP, or other). Minimum 7+ years of financial planning experience with HNW individuals. Bachelor’s degree required or equivalent experience. Compensation The base salary range for this position is between $150,000 and $180,000. 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 United States and we are unable to provide visa sponsorship. 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 #J-18808-Ljbffr