Senior Financial Planner - Tax

Job Description:

The Job/What You’ll Do:

The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & tax advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, tax, and estate planning strategies.

Responsibilities:

• Prepare HNW financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, tax planning, asset protection, and risk management needs
• Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.)
• Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs
• Utilize CPA knowledge to integrate tax-efficient strategies into financial plans and educate advisors on strategies
• Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations for each client
• Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and tax planning
• Co-present financial planning concepts and analysis with advisors
• Develop educational resources to help advisors & clients understand financial decisions and their implications
• Other duties as assigned

Knowledge, Skills, Abilities:

• Strong analytical and problem-solving abilities
• Detail-oriented, organized, and able to manage multiple tasks
• Exceptional communication and interpersonal skills
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis)
• Ability to work independently, managing and prioritizing deliverables
• Ability to present both virtually and in person
• Ethical conduct and commitment to client interests

Education & Experience:

• Bachelor’s degree required or equivalent experience
• Minimum of 7+ years of financial planning experience with HNW individuals
• Active CFP® (Certified Financial Planner) certification and CPA required

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.