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Financial Advisor Financial Consultant

Senior Wealth Strategist, Advanced Planning — Hybrid

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: AssetMark
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial technology company in Charlotte seeks a Senior Wealth Strategist to provide customized wealth planning for high-net-worth clients. The role combines mentoring with hands-on client engagement to deliver sophisticated planning solutions. Candidates should have 10+ years of experience, a CFP designation, and proficiency with financial planning tools. This full-time position offers a hybrid work model, competitive salary, and diverse benefits.

Join a company committed to advisor success and innovation.
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Position Requirements
10+ Years work experience
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