Senior Wealth Strategist

🕒 6 days ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $200k - $230k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💼 Consulting

💸 Finance

💳 Fintech

💰 Venture Round on 2016-12

Consulting • Finance • Fintech

AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.

📋 Description

• Influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for HNW and UHNW clients and advisors • Maintain and continually enhance AssetMark philosophy and process • Provide unbiased, customized wealth planning guidance based on client discovery • Manage the team to ensure workload is completed timely and efficiently • Collaborate with and develop career growth for team members • Identify analytical tools and process efficiencies • Identify new planning and estate solutions for the AssetMark platform • Oversee responses to requests and questions and host presentations for financial advisors and sales teams in person and via webinars • Create and distribute written reports • Lead financial and estate planning strategy across the organization • Oversee delivery of high-impact financial plans covering retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies • Serve as a thought partner to senior leadership and external stakeholders • Direct collaboration with Product, Sales, and Marketing to integrate planning solutions • Present complex planning topics internally and externally • Lead and mentor senior financial planners • Use JD and CFP® expertise to design tax- and estate-efficient planning frameworks, tools, and educational resources • Develop scalable processes and frameworks • Serve as senior-level contact for escalated advisor cases and unique client needs • Champion innovation in planning technology and process design • Work with advisors to develop business opportunities • Collaborate on wealth strategies and advice materials

🎯 Requirements

• Bachelor’s and advanced degree (e.g., JD, MST, MBA) required • Active CFP® and CPA certifications required • 10+ years of financial planning experience, including complex HNW/UHNW client engagements and cross-functional strategic projects • Proven expertise in estate planning, tax strategy, and business transitions • Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce • Exceptional written and verbal communication skills with experience presenting at senior leadership and client levels • Strong business acumen and ability to navigate ambiguity, balance competing priorities, and influence without authority • Experience with financial planning, banking, investments, tax and wealth transfer strategies • Must be legally authorized 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 – 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