About this role
Senior Financial Planner at Assetmark. Location: Charlotte, North Carolina, United States. Role: Prepare plans, Collaborate advisors, Present analyses Requirements: 7+ years of financial planning for high-net-worth individuals; CFP required; Bachelor’s degree; active designations; experience with eMoney, MoneyGuide, Holistiplan, SS Analyzer, Salesforce, Morningstar; US work authorization; hybrid in Charlotte, NC; base salary 150k-180k. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, MoneyGuide, Holistiplan, SS Analyzer, Salesforce, Morningstar, portfolio analysis, MS Word, Excel, PowerPoint, Outlook Certifications: cfp (certified financial planner), cepa, ricp, cdfa, ea, cap Commitment: Full Time Workplace: Hybrid Languages: English