Note: The job is a remote job and is open to candidates in USA. AssetMark is a financial services company that provides technology, investment solutions, and support to financial advisors. The Senior Financial Planner will deliver expert financial planning services, develop comprehensive high-net-worth client plans, advise on investment, retirement, estate, and related strategies, and collaborate with advisors and internal teams to support client outcomes.
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
Skills
- * 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
- Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position
Benefits
- Additional variable incentive compensation
- A competitive benefits package
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Company Overview