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Lead Financial Planner

Employer
Clark Asset Management, LLC
Location
Virtual
Salary
Make $200K within 2 years leading 90 relationships. NO SALES.
Closing date
Mar 5, 2025
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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Required

Job Details

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?

 

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 CSA’s, 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 analytically rigorous financial planning
  • 10+ years of total work experience
  • 3+ years running high net worth relationships

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

"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+ Base and 25% Target Bonus (with clear path to $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!

Company

Clark Asset Management is a Flat Fee Wealth Management firm serving High Net Worth Pre-Retirees.

We are a completely Virtual Firm of 8 Team Members, and manage over $800M at Schwab for 200+ client households.

Company info
Website

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