Senior Wealth Strategist
North Carolinaremotesenior$200K – $230K
Posted today · via Workday
About this role
Job Description: The Job/What You’ll Do: The Director of Advanced Planning plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner cross-functionally to shape and evolve AssetMark’s planning capabilities, provide thought leadership in complex estate and business succession planning, and ensure an exceptional advisor and client experience.…
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1
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2
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3
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4
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5
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