Lead Financial Planner

Job not on LinkedIn

🔥 16 hours ago

🇺🇸 United States – Remote

💵 $140k - $155k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Clark Asset Management

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Clark Asset Management is a registered investment adviser specializing in retirement income planning. The company offers financial advice with a focus on replacing clients' financial anxiety with relaxed confidence through evidence-based investing. Clark Asset Management operates on a fixed flat fee model, avoiding commissions and portfolio percentage charges, thus aiming to minimize financial conflicts of interest. The company emphasizes personalized, low-cost, and tax-efficient retirement planning strategies. Its services are particularly targeted at clients who are retiring soon or already retired, and include strategies to protect and build retirement income, maximize social security benefits, and manage low-cost portfolios.

📋 Description

• Manage 70+ high net worth relationships and take full accountability for leading and deepening them • Drive clear planning and investment strategies • Lead creation of detailed and rigorous financial and investment plans using MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks, and templates • Maintain and course-correct plans over time with and for clients • Coordinate CSAs, Trader, Founder, and other Lead Planners to deliver outstanding client service • Interview, train, and mentor colleagues • Contribute actively to team meetings • Lead selected non-client functions • 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), at least 50 of which have been for high net worth • True Expert in at least one of the 3 leading financial planning softwares • Ability to test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more • Microsoft Excel expertise, including pivot tables and lookup tables • Very clear verbal and written communication • Well organized and respectful of client service standards and deadlines • Ability to perform detailed work while connecting it to the broader client situation • Comfortable saying “I don’t know” and “I need help” • Consistently demonstrate curiosity, tenacity, service, rigor, and clarity • Must reside in the United States • Available to work 9AM to 5PM ET • Nice to have: Expertise in MoneyGuidePro • Nice to have: CPA, CFA, Trading, or Behavior expertise • Nice to have: Experience in an RIA, preferably fee-only and growth oriented • Nice to have: Familiarity with Schwab • Nice to have: Track record of effective remote work • Nice to have: Track record of thriving in a small company or startup culture

🏖️ Benefits

• 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 • Fully remote work