Senior Financial Planner

AssetMark Financial Holdings•Charlotte, NC

32d•$150,000 - $180,000•Hybrid

About The Position

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. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

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

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