Senior Wealth Strategist

AssetMark Financial Holdings•Charlotte, NC

1d•Hybrid

About The Position

AssetMark is seeking an exceptionally talented, collaborative, and client-focused professional to join its Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. This role is for an experienced wealth strategist who enjoys working closely with advisors and clients, while also coaching and elevating others. The Senior Wealth Strategist will work directly with advisors and their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to deliver sophisticated wealth planning solutions. This role also involves serving as a hands-on mentor and resource to a team of advanced planners. The ideal candidate thrives in complex planning conversations and values influence through expertise. This is a highly visible position within AssetMark’s Wealth Solutions group, influencing the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for HNW & UHNW clients and advisors. The role involves cross-functional partnerships 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.
Proven ability to collaborate with professional advisors (e.g., CPAs, estate planning, and transaction attorneys).
Strong presentation and communication skills in both one-on-one and group settings.
Ability to coach advisors and planners through complex cases while remaining hands-on with clients.
Comfort balancing execution, mentorship, and collaboration in a fast-paced environment.
10+ years of experience in advanced financial planning and HNW/UHNW client engagements.
Active CFP® required.
Bachelor’s degree required.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

Advanced degree strongly preferred (CPA, JD, MST, MBA).
Deep experience in estate planning, tax planning, wealth transfer, and business transition strategies.

Responsibilities

Provide unbiased, customized wealth planning guidance to advisors and their HNW/UHNW ($30M+) clients based on deep client discovery and understanding.
Participate directly in complex client engagements, including estate planning, tax mitigation, wealth transfer, business succession, and multi-generational strategies.
Serve as a senior resource for advisors navigating sophisticated planning scenarios and unique client needs.
Work alongside advisors to support new and existing client opportunities and deepen client relationships.
Advocate for and model effective use of AssetMark’s Wealth Solutions and Advanced Planning engagement framework.
Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making.
Present complex planning concepts in a clear, conversational, and practical manner for both advisors and clients.
Coach and mentor senior financial planners through real-time casework, feedback, and shared client engagements.
Support consistency and quality in planning deliverables, tools, and processes across the team.
Partner with Product, Sales, and Technology teams by providing advisor- and client-informed feedback to enhance planning solutions.
Utilize planning technology and analytics to deliver engaging, insight-driven client experiences.
Train and enable advisors to confidently lead effective, technology-enabled wealth strategy conversations.