Senior Wealth Strategist

Job description

Job Description: The Job/What You’ll Do: We are seeking an exceptionally talented, collaborative, and client-focused professional to join AssetMark’s Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. This role is designed for an experienced wealth strategist who enjoys staying close to advisors and clients while also coaching and elevating others. You will work directly with advisors and their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to deliver sophisticated wealth planning solutions, while serving as a hands-on mentor and resource to a team of advanced planners. If you thrive in complex planning conversations and value influence through expertise, this is a strong fit. The Senior Wealth Strategist plays a critical role within AssetMark’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 AssetMark’s planning capabilities, provide thought leadership in c...