AssetMark
Finance
SeniorFinancialPlanner
“Senior Financial Planner at AssetMark. Skills: financial planning services, financial goals, comprehensive financial plans, investment strategies, retirement strategies, estate planning strategies, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, asset protection, risk management. Provide expert financial planning services and advice to advisors & clients. Develop comprehensive financial plans”
What You'll Achieve.
helping them achieve their financial goals; focusing on accuracy, timeliness, and accountability for the client's future; uncover clients' needs and position the appropriate solution to meet those needs; make a meaningful difference in their clients’ lives
Industry & Context.
analytical and problem-solving abilities
Candidates must be legally authorized to work in the US to be considered., We are unable to provide visa sponsorship for this position.
What They're Looking For.
Must Have
Minimum 7+ years of financial planning experience with HNW individuals, Bachelor's degree required or equivalent experience, Active CFP® (Certified Financial Planner)
Nice to Have
Additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other)
What You'll Do.
Provide expert financial planning services and advice to advisors & clients
Develop comprehensive financial plans
and estate planning strategies
Prepare High Net Worth (HNW) financial plans for prospective and existing clients
Partner with an advisor to deliver an exceptional
seamless client experience
Integrate efficient strategies into financial plans
Educate advisors on strategies
Develop client strategies that incorporate relevant and specific recommendations
Keep current on financial planning topics
Co- present financial planning concepts and analysis with advisors
Develop educational resources to help advisors & clients understand financial decisions and their implications
How You'll Work.
Team & Collaboration
Partner with an advisor to deliver an exceptional, seamless client experience; Collaborate with other groups within Wealth Solutions to develop client strategies; Co- present financial planning concepts and analysis with advisors; innovating together
Communication Scope
Exceptional communication; interpersonal skills; Ability to present both virtually and in person
Process & Methodology
manage multiple tasks, managing and prioritizing deliverables
Applying for this Senior Financial Planner role?
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