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Director of Financial Planning

Clark Asset Management, LLC
Base Salary $135-150K + Bonus up to $100K
Closing date
Jul 7, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification

We need an analytical REMOTE Director of Financial Planning to join our growing our Fee-Only Virtual RIA.


Apply if you share our values (client service, curiosity, transparency, tenacity & rigor), our heroes (Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French) and our disruptive edge (we charge a single fixed fee for wealth management because AUM pricing stinks for clients).


This is a HYBRID role, where you will function as follows:


  • As our Director Financial Planning (65-70% of the role), AND
  • As a Senior Financial Planner (30-35% of the role)



  • CFP®
  • Solid track record of both creating the initial plans for lots of high net-worth clients, AND running lots of high net-worth client relationships
  • Solid track record of being the Director Financial Planning at your RIA (whether in name or in function)
  • 10+ years of analytically rigorous financial planning (across various roles/levels)
  • Significant experience directly supervising financial planners
  • Very clear thinker and communicator (verbal & written)
  • Interested in Retirement Income Planning for 55-70 with $2-8M
  • Well organized and respectful of client service standards (deadlines)
  • Thrive in a start-up culture
  • Very comfortable saying “I don’t know” and “I need help”
  • Consistently demonstrated our core values (client service, curiosity, transparency, tenacity & rigor)

Director, Financial Planning Duties


  • Build & manage the team of Planners & Client Service Associates
  • Own & maintain our financial planning Templates & Workflows, and the Knowledge Base that supports them
  • Develop and own planner training programs(s)
  • Maintain our suite of planning-related software
  • Assist Lead Planners (C1’s) with complex (rare & not in playbook) client planning cases
  • Work closely with our Client Experience leader to architect and ensure an outstanding
  • Work closely with our CRM & Tech leaders to 1] generate and capture and maintain the data needed to ensure and outstanding CX, and 2] identify opportunities for automations & integrations
  • Work closely with CIO & Trader to ensure a smooth and compelling investment experience for all our clients



  • Full-time W2
  • Base Salary $135-150K (commensurate with skills & experience)
  • Bonus (up to $100K based on the size of your book and your effectiveness leading financial planning for us)
  • 401-K Match (4%), Health & Dental & Vision
  • Unlimited PTO – Just get your work done!

Ramping Smoothing in Your First 90 Days


  • Get access to everything and meet everyone
  • Spend time with our Founder Brad Clark to learn our Investment Philosophy, Values & Philosophies
  • Onboard clients with Brad Clark to learn our approach to planning
  • Attend training sessions
  • Take over management of Financial Planning (including several direct reports)

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