Lead Financial Planner

Clark Asset Management, LLC; Job; Hybrid; USD 140,000 - 200,000; Full time

Job summary

Clark Asset Management, LLC seeks a Lead Planner to manage 70+ high net worth relationships and lead planning and investment strategies with our full decision support suite. You will coordinate colleagues to deliver outstanding service and contribute to firm growth.

The ideal candidate holds a CFP designation and has 5+ years in personal financial planning, 3+ years managing high net worth relationships, and 10+ years total work experience.

Qualifications

• Hold your CFP designation
• 5+ years of personal financial planning experience
• 3+ years running high net worth relationships
• 10+ years of total work experience

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.

Skills

CFP designation

Personal financial planning

High net worth relationships

Total work experience

Tools

MoneyGuide Pro

eMoney

RightCapital

Excel

Job description

• Charging a Flat Fee for Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts)

• Lead Planners do their best work serving clients and NOT prospecting for them

• A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives

• Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French

• Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity

• Personal finance is 80% personal and 20% finance

We’re a disruptive band of flat fee retirement income experts providing outstanding client service. We recently surpassed $1.8B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?

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.

MUST HAVE QUALIFICATIONS

• Experience and Credentials

  • Hold your CFP® designation

  • 5+ years of personal financial planning experience

  • 3+ years running high net worth relationships

  • 10+ years of total work experience

• Planning and Analytical Chops

  • 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

• Excellent Communicator and Cultural Fit

  • 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)

• Availability

  • Must reside in the United States

  • Available to work 9AM to 5PM ET

"NICE TO HAVE" QUALIFICATIONS

• 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

COMPENSATION PACKAGE

• Full-Time W2

• Base Salary $140K+, Target Bonus 25% (with clear path to $200K+)

• 401-K Match (4%)

• Health, Dental, & Vision

• Long-Term Disability, HSA, Dependent Care FSA

• Professional development stipend

• Unlimited PTO