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Financial Consultant Financial Advisor Wealth Management

Senior Wealth Strategist — Advanced Planning Leader

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: AssetMark
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Wealth Strategist to provide customized wealth planning guidance to advisors and HNW/UHNW clients. The ideal candidate will facilitate complex estate and tax planning, coach financial planners, and enhance planning capabilities. This role requires over 10 years of experience in financial planning and an active CFP®. The position offers a competitive salary range and is based in Charlotte, North Carolina.
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Position Requirements
10+ Years work experience
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