Senior Wealth Strategist
AssetMark(1 month ago)
About this role
A Senior Wealth Strategist – Advanced Planning at AssetMark provides subject-matter expertise in sophisticated wealth and estate strategies for high-net-worth and ultra-high-net-worth clients. The role influences the firm’s planning capabilities, partners cross-functionally to shape solutions, and acts as a hands-on mentor to other advanced planners. The position is based in Charlotte, NC with a hybrid work schedule.
Required Skills
- Advanced Planning
- Estate Planning
- Tax Planning
- Wealth Transfer
- Business Succession
- Financial Planning
- Client Advisory
- Advisor Coaching
- Presentation Skills
- Salesforce
Qualifications
- CFP
- Bachelor's Degree
- CPA
- JD
- MST
- MBA
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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