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Senior Wealth Strategy Lead — Remote
Remote / Online - Candidates ideally in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-08-30
Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for:
AssetMark
Remote/Work from Home
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Asset Mark’s Wealth Solutions group seeks a Director of Advanced Planning to shape the strategic direction and delivery of comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will partner across functions to evolve planning capabilities and provide thought leadership in estate planning and business succession.
You will lead the delivery of high-impact plans, mentor senior planners, and leverage JD/CFP expertise to create efficient, compliant wealth
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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