Senior Wealth Strategist

The Job/

What You’ll Do:

The Director of Advanced Planning 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.

• Ensures Asset Mark philosophy and process is maintained and continually enhanced
• Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
• Manages the team to ensure workload is completed in a timely and efficient manner
• Collaborates with and helps develop career growth for team members
• Identify analytical tools required to enhance the process and how efficiencies can be attained
• Identify new planning & estate solutions for inclusion on the Asset Mark platform
• Oversees responses to all requests and questions and hosts presentations to financial advisors and sales team in person and via webinars
• Creation and distribution of written reports
• Lead the vision and execution for financial and estate planning strategy across the organization, aligned with broader company goals
• Oversee the delivery of high-impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies
• Serve as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide planning standards, best practices, and innovation
• Direct cross-functional collaboration with Product, Sales, and Marketing to enhance and integrate planning solutions into advisor offerings
• Influence and co-present on complex planning topics, both internally and externally, including with advisory boards, councils, and strategic partners
• Lead and mentor a team of senior financial planners; provide guidance on technical planning, client engagement, and professional growth
• Use JD and CFP® expertise to design and deliver tax- and estate-efficient planning frameworks, tools, and educational resources
• Develop scalable processes and frameworks that improve consistency, efficiency, and impact of the planning function
• Serve as a senior-level contact for escalated, complex advisor cases and unique client needs
• Champion innovation and continuous improvement in planning technology (e.g., eMoney, Holistiplan, SS Analyzer) and process design
• Work with advisors to develop business opportunities with new and existing clients
• Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
• Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making

• Proficiency with financial planning tools (e.g., eMoney, Money Guide Pro , Holistiplan) and CRM platforms such as Salesforce
• Exceptional written and verbal communication skills with experience presenting at senior leadership and client levels
• Strong business acumen and ability to navigate ambiguity, balance competing priorities, and influence without authority

• Bachelor’s and advanced degree (e.g., JD, MST, MBA) required
• Active CFP® and CPA certifications required
• 10+ years of financial planning experience, including complex HNW/UHNW client engagements and…