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Financial Consultant Wealth Management

Senior Financial Planner - HNW, Estate & Retirement

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: AssetMark
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 180000 USD Yearly USD 150000.00 180000.00 YEAR
Job Description & How to Apply Below
A leading financial technology company in Charlotte, NC is seeking a Senior Financial Planner. In this full-time role, you will provide expert financial planning services to high net worth clients, developing comprehensive plans that cover investment, retirement, and estate strategies. The ideal candidate will have at least 7 years of relevant experience and an active CFP certification. This position offers a hybrid work schedule and a competitive salary range of $150,000 to $180,000, along with comprehensive benefits.
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Position Requirements
10+ Years work experience
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