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Financial Consultant Financial Advisor

Senior Wealth Strategist: Advanced Planning Leader

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: AssetMark
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Charlotte, NC is seeking a Senior Wealth Strategist to deliver expert wealth planning solutions for high-net-worth clients. This role emphasizes collaboration with advisors and mentoring junior planners, ensuring exceptional client experiences. Candidates should have over 10 years of experience in financial planning and be CFP® certified. A hybrid work model supports versatile working arrangements, making this position an attractive opportunity for seasoned wealth strategists.
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Position Requirements
10+ Years work experience
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