Senior Financial Planner - Hybrid, HNW Wealth Strategy
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-11
Listing for:
AssetMark
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Asset Mark is seeking a Senior Financial Planner to deliver expert financial planning services to advisors and clients, developing comprehensive plans across investments, retirement, estate, and planning strategies.
Role supports a hybrid schedule near Charlotte, NC or Concord, CA, with responsibilities spanning client plans, tool mastery (eMoney, Money Guide, SS Analyzer), advisor collaboration, and ongoing education for clients and staff.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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