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Remote Director, Advanced Wealth Planning

Remote / Online - Candidates ideally in
Northern, Floyd County, Kentucky, USA
Listing for: AssetMark
Full Time, Remote/Work from Home position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 265000 USD Yearly USD 200000.00 265000.00 YEAR
Job Description & How to Apply Below
Location: Northern

Asset Mark seeks a Director of Advanced Planning within the Wealth Solutions group to shape and deliver comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will guide cross-functional teams, provide thought leadership in estate planning, and ensure an exceptional advisor and client experience across the organization.

You will lead a team of senior financial planners, leverage JD/CFP® expertise, and develop scalable frameworks that enhance planning

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