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Senior Financial Planner – Tax
| Company | AssetMark |
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| Location | Charlotte, NC, USA |
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| Salary | $160000 – $190000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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
- 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
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
Preferred Qualifications
No preferred qualifications provided.
