AssetMark Financial, Inc
Senior Financial Planner
Charlotte, NC · Senior · Full-time
No sponsorship$150k-$180kDetected 30 days ago
SalesforceExcelCommunicationCollaborationProblem SolvingMicrosoft Office
About the role
- As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals.
- This is a full-time position in our Charlotte, NC office with a hybrid work schedule.
- Prepare High Net Worth (HNW) financial plans for prospective and existing clients.
Responsibilities
- Partner with an advisor to deliver an exceptional, seamless client experience, focusing on accuracy, timeliness, and accountability for the client's future
- Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client
- Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors.
- At AssetMark your ideas matter; they're heard, valued, and drive meaningful change.
- Join a team that sets new standards and creates space for you to thrive and do your best work.
- We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
- Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
- Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Requirements
- Minimum 7+ years of financial planning experience with HNW individuals
- Bachelor's degree required or equivalent experience
- Proficiency with MS Word, Excel, PowerPoint, and Outlook
- experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis)
- Candidates must be legally authorized to work in the US to be considered.
Skills
- Strong analytical and problem-solving abilities
- Detail-oriented, organized, and able to manage multiple tasks
- Exceptional communication and interpersonal skills
- Ability to work independently, managing and prioritizing deliverables
- Ability to present both virtually and in person
- Ethical conduct and commitment to client interests
Compensation
- The Base Salary range for this position is between $150,000-$180,000.
- This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
- This position will also be eligible for additional variable incentive compensation and competitive benefits.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
Benefits
- Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
- Flex Time or Paid Time Off and Sick Time Off
- Medical, Dental, Vision - HDHP or PPO
- HSA - Employer contribution (HDHP only)
- Volunteer Time Off
- Fitness Reimbursement
- This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs
- Keep current on financial planning topics, including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning
- Develop educational resources to help advisors & clients understand financial decisions and their implications
Company info
- to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Our values are how we show up every day.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Client Success.
- We believe in:
- Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
- Unyielding Integrity, doing what's right, always. Even when it's hard.
- Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
- These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
- Our Culture & Benefits
Visa & Work Authorization
- Candidates must be legally authorized to work in the US to be considered.
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