Senior Wealth Manager

Clark Asset Management; United States; On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

100% remote

No sales

Job summary

Clark Asset Management is seeking a Lead Financial Planner to serve high-net-worth pre-retirees in a 100% remote, no-sales environment. You will lead planning, client relationships, and collaborate with a boutique team to deliver rigorous financial plans.

Ideal candidates hold a CFP, with 5+ years in personal financial planning and 3+ years managing HNW relationships. Strong Excel, MoneyGuide Pro, eMoney or RightCapital experience is required.

Qualifications

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

Responsibilities

• Manage 70+ high net worth relationships. 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. Maintain and course correct those plans over time with and for your clients.
• Coordinate the efforts of your colleagues. Leverage our CSAs, Trader, Jr Planners & Founder 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

Financial planning

Relationship mgmt

Communication

Tools

MoneyGuide Pro

eMoney

RightCapital

Excel

Job description

Join a $1.8B+ AUM Flat-Fee RIA as a Lead Financial Planner. 100% Remote, No Sales. Serve high-net-worth pre-retirees with rigor and purpose. We believe advisors should lead planning - not prospecting.

This role is PERFECT if you are looking for any of these: Wealth Planner, Lead Planner, Senior Wealth Planner, Financial Advisor.

We’re a disruptive band of flat fee retirement income experts providing outstanding client service. We recently passed $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, Jr Planners & Founder 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
• 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 & 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