Senior Wealth Strategy Lead — Remote
Gastonia, Gaston County, North Carolina, 28054, USA
Listed on 2026-09-25
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Finance & Banking
Wealth Management
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
For the Senior Wealth Strategy Lead — Remote position at Asset Mark, we are reviewing applications now.
This role, Senior Wealth Strategy Lead — Remote at Asset Mark, could be your next career step.
Are you ready to take on the Senior Wealth Strategy Lead — Remote role at Asset Mark?
We would love to welcome a new Senior Wealth Strategy Lead — Remote to our organisation in NC, United States.
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