Senior Fee-Only Financial Planner for High-Net-Worth

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

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.