Senior Financial Planner

AssetMark · United States

Job Description: 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. 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 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

• 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

• 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

#LI-CR1

• 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.

• 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