Lead Financial Planner
Clark Asset Management
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $125,000 - $150,000 per year
Job Level
About the role
- Manage 70+ high net worth relationships
- Drive clear planning & investment strategies
- Lead the creation of detailed and rigorous financial & investment plans
- Maintain and course correct those plans over time with clients
- Coordinate the efforts of colleagues
- Help develop the firm
Requirements
- 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)
- True Expert in at least one of the 3 leading financial planning softwares
- Microsoft Excel geek
- Very clear thinker and communicator (verbal and written)
- Well organized and respectful of client service standards
- Very good at detailed work AND "connecting" it to the bigger picture
- Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)
Benefits
- 401-K Match (4%)
- Health, Dental, & Vision
- Long-Term Disability
- HSA
- Dependent Care FSA
- Professional development stipend
- Unlimited PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
personal financial planningfinancial planning softwarefinancial plans creationinvestment strategiesfinancial analysisportfolio managementdata analysisclient relationship managementrisk assessmentstrategic planning
Soft skills
communicationorganizationattention to detailclient serviceleadershipcollaborationproblem-solvingcritical thinkingcuriositytenacity
Certifications
CFP® designation