Lead Financial Planner
Clark Asset Management
full-time
Posted on:
Location Type: Remote
Location: United States
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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 & Tools
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