Lead Financial Planner

Clark Asset Management, LLC; Boston (MA); Remote; USD 120,000 - 150,000; Full time

Job summary

A disruptive retirement income expert firm seeks a Full-Time Virtual Lead Planner to help clients achieve financial confidence while providing excellent service. With a focus on flat fee planning and a supportive, value-driven culture, you'll leverage your extensive planning experience, communication skills, and analytical expertise to foster client relationships and contribute positively to the team.

Benefits

401-K Match (4%)

Health, Dental, & Vision

Long-Term Disability

HSA, Dependent Care FSA

Professional development stipend

Unlimited PTO

25% Target Bonus

Qualifications

• 7+ years of analytically rigorous financial planning experience.
• 10+ years of total work experience.
• 3+ years running high net worth relationships.

Responsibilities

• Help clients achieve relaxed confidence in their financial lives.
• Create 200+ complete financial plans for high net worth clients.
• Communicate effectively with clients and maintain service standards.

Skills

Analytical skills

Financial planning

Communication

Client service

Education

CFP designation

Tools

MoneyGuide Pro

eMoney

RightCapital

Microsoft Excel

Job description

Apply for this Full-Time Virtual Lead Planner position ONLY IF YOU BELIEVE WHAT WE BELIEVE:

• 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’re about to pass $1B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?

“MUST HAVE” QUALIFICATIONS

• Experience and Credentials

  • Hold your CFP designation

  • 7+ years of analytically rigorous financial planning

  • 3+ years running high net worth relationships

  • 10+ years of total work experience

• Planning and Analytical Chops

  • Created (from scratch) 200+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 75 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 & 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)

"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

• $120K+Baseand25%TargetBonus(withclearpathto$200K+)

• 401-K Match (4%)

• Health, Dental, & Vision

• Long-Term Disability, HSA, Dependent Care FSA

• Professional development stipend

• Unlimited PTO – Just get your work done!