Senior Wealth Strategist

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Shape the strategic vision, development, and execution of comprehensive financial planning and estate strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and their advisors.

• Continuously uphold and enhance the AssetMark philosophy and processes.

• Deliver impartial, tailored wealth planning advice based on thorough client discovery.

• Manage the team to ensure timely and efficient completion of tasks.

• Collaborate with team members to foster their career growth.

• Identify analytical tools and process improvements.

• Discover new planning and estate solutions for the AssetMark platform.

• Supervise responses to inquiries and conduct presentations for financial advisors and sales teams both in-person and via webinars.

• Generate and disseminate written reports.

• Spearhead financial and estate planning strategies across the organization.

• Ensure the delivery of impactful financial plans encompassing retirement income, tax mitigation, estate transfer, business transitions, asset protection, and intricate wealth strategies.

• Serve as a strategic partner to senior leadership and external stakeholders.

• Collaborate directly with Product, Sales, and Marketing to integrate planning solutions.

• Present complex planning topics to both internal and external audiences.

• Lead and mentor senior financial planners.

• Leverage JD and CFP® expertise to create tax-efficient and estate-effective planning frameworks, tools, and resources for education.

• Develop scalable processes and frameworks.

• Act as the senior-level contact for escalated advisor cases and unique client requirements.

• Advocate for innovation in planning technology and process design.

• Partner with advisors to cultivate business opportunities.

• Collaborate on wealth strategies and advisory materials.

⛳️ Requirements

• A bachelor's degree and an advanced degree (e.g., JD, MST, MBA) are mandatory.

• Active CFP® and CPA certifications are required.

• A minimum of 10 years of financial planning experience, including complex engagements with HNW/UHNW clients and strategic cross-functional projects.

• Demonstrated expertise in estate planning, tax strategy, and business transitions.

• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro, Holistiplan) as well as CRM platforms like Salesforce.

• Outstanding written and verbal communication skills, with experience presenting to senior leadership and clients.

• Strong business acumen with the ability to navigate uncertainty, prioritize competing demands, and influence without direct authority.

• Experience in financial planning, banking, investments, tax, and wealth transfer strategies.

• Must possess legal authorization to work in the US.

• AssetMark is unable to provide visa sponsorship for this position.

🏝️ Benefits

• Flex Time or Paid Time Off and Sick Time Off.

• 401K with a 6% Employer Match.

• Comprehensive Medical, Dental, and Vision coverage – HDHP or PPO options available.

• HSA with Employer contributions (for HDHP only).

• Volunteer Time Off.

• Opportunities for Career Development and Recognition.

• Fitness Reimbursement.

• Hybrid Work Schedule.