Accounting & Finance

Remote Director, Advanced Wealth Planning

AssetMark

Workfromhome · Nationwide · United States

AssetMark seeks a Director of Advanced Planning within the Wealth Solutions group to shape and deliver comprehensive financial planning and estate strategies for high-net-worth clients and advisors. You will guide cross-functional teams, provide thought leadership in estate planning, and ensure an exceptional advisor and client experience across the organization.

You will lead a team of senior financial planners, leverage JD/CFP® expertise, and develop scalable frameworks that enhance planning

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Reference: WJ-2926_4570595

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