Senior Financial Planner
AssetMark(27 days ago)
About this role
A Senior Financial Planner on the Advanced Planning Team at AssetMark provides expert financial planning guidance to advisors and clients to support their long-term financial goals. The role focuses on developing comprehensive strategies for high-net-worth individuals across investment, retirement, and estate contexts. This is a full-time, Charlotte, NC–based role with a hybrid work schedule.
Required Skills
- Financial Planning
- Retirement Planning
- Estate Planning
- eMoney
- MoneyGuide
- SS Analyzer
- Analytical Skills
- Client Communication
- Microsoft Excel
- Salesforce
Qualifications
- CFP®
- CEPA
- RICP
- CDFA
- EA
- CAP
- Bachelor’s Degree
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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