Senior Wealth Strategist

Job Description

The role is Senior Wealth Strategist - Advanced Planning in Asset Mark's Wealth Solutions team. The senior strategist will partner with advisors and their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, developing sophisticated wealth planning solutions while mentoring a team of advanced planners.

• Provide unbiased, customized wealth planning guidance to advisors and their HNW/UHNW ($30M+) clients based on deep client discovery and understanding
• Participate directly in complex client engagements, including estate planning, tax mitigation, wealth transfer, business succession, and multi‑generational strategies
• Serve as a senior resource for advisors navigating sophisticated planning scenarios and unique client needs
• Work alongside advisors to support new and existing client opportunities and deepen client relationships
• Advocate for and model effective use of Asset Mark's Wealth Solutions and Advanced Planning engagement framework
• Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision‑making
• Present complex planning concepts in a clear, conversational, and practical manner for both advisors and clients
• Coach and mentor senior financial planners through real‑time casework, feedback, and shared client engagements
• Support consistency and quality in planning deliverables, tools, and processes across the team
• Partner with Product, Sales, and Technology teams by providing advisor‑ and client‑informed feedback to enhance planning solutions
• Utilize planning technology and analytics to deliver engaging, insight‑driven client experiences
• Train and enable advisors to confidently lead effective, technology‑enabled wealth strategy conversations
• Minimal travel requirement

• Proficiency with financial planning tools (eMoney, Money Guide Pro , Holistiplan) and CRM platforms such as Salesforce
• Proven ability to collaborate with professional advisors (CPAs, estate planning, transaction attorneys)
• Strong presentation and communication skills in both one‑on‑one and group settings
• Ability to coach advisors and planners through complex cases while remaining hands‑on with clients
• Comfort balancing execution, mentorship, and collaboration in a fast‑paced environment

• 10+ years of experience in advanced financial planning and HNW/UHNW client engagements
• Active CFP® required
• Bachelor's degree required; advanced degree strongly preferred (CPA, JD, MST, MBA)
• Deep experience in estate planning, tax planning, wealth transfer, and business transition strategies

Base Salary $175,000‑$210,000. Eligible for an annualized Variable Incentive plan target of up to 30% based on company and individual performance.

• 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

Asset Mark is a technology‑driven wealth solutions provider. We value Heart, Client Success, Integrity, Respect, and Excellence, and we commit to building a diverse and inclusive workplace where everyone feels valued.

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