Senior Wealth Strategist

Job Description

The Job /

What You’ll Do:

We are seeking an exceptionally talented, collaborative, and client-focused professional to join Asset Mark’s Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. This role is designed for an experienced wealth strategist who enjoys staying close to advisors and clients while also coaching and elevating others.

You will work directly with advisors and their high-net-worth (HNW) and ultra‑high-net-worth (UHNW) clients to deliver sophisticated wealth planning solutions, while serving as a hands‑on mentor and resource to a team of advanced planners. If you thrive in complex planning conversations and value influence through expertise, this is a strong fit.

The Senior Wealth Strategist plays a critical role within Asset Mark’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 Asset Mark’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.

• 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 (e.g., eMoney, Money Guide Pro , Holistiplan) and CRM platforms such as Salesforce.
• Proven ability to collaborate with professional advisors (e.g., CPAs, estate planning, and 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

The Base Salary range for this position is between $175,000-$210,000. This position is eligible for an annualized Variable Incentive plan target of up to 30%. The achievement of the Variable Incentive Plan target will be based on company and individual performance to goals and metrics.

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

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