Director, Financial Planner

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.

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Responsibilities:

• Strategic Leadership: Continuously evolve the firm’s advanced planning vision, ensuring alignment with corporate objectives and market trends
• Complex Case Oversight: Serve as the senior escalation point for the most challenging HNW/UHNW cases, delivering strategic insight and tailored solutions
• Team Development & Oversight: Lead, mentor, and inspire a team of senior financial planners, fostering a culture of excellence, innovation, and professional growth
• Innovation & Solution Design: Identify, evaluate, and implement new planning and estate solutions to expand and enhance the AssetMark platform
• Thought Leadership: Represent AssetMark as a subject matter expert, delivering high-impact presentations and engaging with advisory boards, strategic partners, and industry forums
• Cross-Functional Influence: Partner with Product, Sales, and Marketing to embed advanced planning strategies into the firm’s value proposition for advisors and clients
• Operational Excellence: Establish transparent, scalable, and repeatable processes that drive efficiency, consistency, and measurable impact in planning and delivery
• Technology & Tools Advancement: Champion the adoption and optimization of industry-leading planning tools (e.g., eMoney, Holistiplan, SS Analyzer) to improve advisor effectiveness and client engagement
• Data-Driven Decision Making: Lead the collection, analysis, and application of planning-related data to inform strategic decisions and identify gro wth opportunities
  
  
  

Knowledge, Skills, and Abilities:

• Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce
• Exceptional executive communication skills, with experience influencing senior leadership, advisory councils, and client decision-makers
• Strong business acumen and ability to navigate ambiguity, balance competing priorities, and influence without authority
• Proven expertise in estate planning, tax strategy, and business transitions
  
  
  

Education & Experience:

• Bachelor’s degree and advanced degree (e.g., JD, MST, MBA) required
• Active CFP® and Business Exit certifications required
• 10 years of financial planning experience, including complex HNW/UHNW client engagements and cross-functional strategic projects
  
  
  

Compensation: The Base Salary range for this position is between $160,000-$190,000.

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.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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
  
  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.