Senior Financial Planner

Senior Financial PlannerThe 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.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, or Concord, CA.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 needsHighly 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 futureUse exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needsUtilize knowledge to integrate efficient strategies into financial plans and educate advisors on strategiesCollaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each clientKeep current on financial planning topics, including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planningCo- present financial planning concepts and analysis with advisorsDevelop educational resources to help advisors & clients understand financial decisions and their implicationsOther duties as assignedKnowledge, Skills, Abilities:Strong analytical and problem-solving abilitiesDetail-oriented, organized, and able to manage multiple tasksExceptional communication and interpersonal skillsProficiency 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 deliverablesAbility to present both virtually and in personEthical conduct and commitment to client interestsEducation & Experience:Active CFP® (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other)Minimum 7+ years of financial planning experience with HNW individualsBachelor's degree required or equivalent experienceCompensation: The Base Salary range for this position is between $150,000-$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 US to be considered. We are unable to provide visa sponsorship for this position.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 MissionOur 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 ValuesHeart. 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.These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.Our Culture & BenefitsOur 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 Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.