AssetMark’s Wealth Solutions group seeks a Director of Advanced Planning to shape the strategic direction and delivery of comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will partner across functions to evolve planning capabilities and provide thought leadership in estate planning and business succession.
You will lead the delivery of high-impact plans, mentor senior planners, and leverage JD/CFP expertise to create efficient, compliant wealth
#J-18808-LjbffrSenior Wealth Strategy Lead Remote in workfromhome at Unknown Company
This position is listed as full time and onsite.