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Senior Financial Planner - Hybrid (HNW Wealth Planning
Job in
Concord, Contra Costa County, California, 94527, USA
Listed on 2026-08-14
Listing for:
AssetMark
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Asset Mark is seeking a Senior Financial Planner in the United States to deliver expert financial planning services to advisors and clients, covering investment, retirement, estate, and estate planning strategies. A hybrid schedule is possible near our Charlotte, NC or Concord, CA offices.
You will use tools like eMoney, Money Guide, SS Analyzer, and Morningstar to craft comprehensive plans and educate clients on strategies. Requires CFP and 7+ years of experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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