Clark Asset Management · 6 days ago
Lead Financial Planner
United States
Full-time
Remote
Senior Level, Lead/Staff
$125K/yr - $150K/yr
10+ years expClark Asset Management is a disruptive firm specializing in flat fee retirement income planning. They are seeking a Lead Financial Planner to manage high net worth relationships, create detailed financial plans, and coordinate efforts among colleagues to deliver outstanding client service.
Financial Services
No H1B
Responsibilities
Manage 70+ high net worth relationships. The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships
Drive clear planning & investment strategies. Lead the creation of detailed and rigorous financial & investment plans, leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients
Coordinate the efforts of your colleagues. Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients
Help us develop the firm. Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client functions
Qualification
Required
Hold your CFP® designation
5+ years of personal financial planning experience
3+ years running high net worth relationships
10+ years of total work experience
Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 of which have been for high net worth
True Expert in at least one of the 3 leading financial planning softwares, to the point where you can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more
Microsoft Excel geek — pushing data around, using pivot tables, lookup tables, driving insights that you can't drive from planning software
Very clear thinker and communicator (verbal and written)
Well organized and respectful of client service standards (deadlines)
Very good at detailed work AND 'connecting' it to the bigger picture and seeing how your planning tasks at hand dovetail into the broader client situation
Very comfortable saying 'I don't know' and 'I need help'
Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)
Must reside in the United States
Available to work 9AM to 5PM ET
Preferred
Expertise in MoneyGuidePro
Bring something new to the table to expand the capability of our team (e.g. CPA, CFA, Trading, Behavior, etc.)
Experience in an RIA (preferably fee-only & growth oriented)
Familiarity with Schwab
Track record of effective remote work
Track record of thriving in a small company 'start-up' culture
Benefits
401-K Match (4%)
Health, Dental, & Vision
Long-Term Disability, HSA, Dependent Care FSA
Professional development stipend
Unlimited PTO
Company
Clark Asset Management
We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase