Senior Wealth Strategist

AssetMark•North Carolina, NC

11d•$200,000 - $230,000•Hybrid

About The Position

The Director of Advanced Planning plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner cross-functionally to shape and evolve AssetMark’s planning capabilities, provide thought leadership in complex estate and business succession planning, and ensure an exceptional advisor and client experience.

Requirements

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
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
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Responsibilities

Ensures AssetMark philosophy and process is maintained and continually enhanced
Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
Manages the team to ensure workload is completed in a timely and efficient manner
Collaborates with and helps develop career growth for team members
Identify analytical tools required to enhance the process and how efficiencies can be attained
Identify new planning & estate solutions for inclusion on the AssetMark platform
Oversees responses to all requests and questions and hosts presentations to financial advisors and sales team in person and via webinars
Creation and distribution of written reports
Lead the vision and execution for financial and estate planning strategy across the organization, aligned with broader company goals
Oversee the delivery of high-impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies
Serve as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide planning standards, best practices, and innovation
Direct cross-functional collaboration with Product, Sales, and Marketing to enhance and integrate planning solutions into advisor offerings
Influence and co-present on complex planning topics, both internally and externally, including with advisory boards, councils, and strategic partners
Lead and mentor a team of senior financial planners; provide guidance on technical planning, client engagement, and professional growth
Use JD and CFP® expertise to design and deliver tax- and estate-efficient planning frameworks, tools, and educational resources
Develop scalable processes and frameworks that improve consistency, efficiency, and impact of the planning function
Serve as a senior-level contact for escalated, complex advisor cases and unique client needs
Champion innovation and continuous improvement in planning technology (e.g., eMoney, Holistiplan, SS Analyzer) and process design
Work with advisors to develop business opportunities with new and existing clients
Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making