Lead Financial Planner
New
C
Clark Asset Management, LLCFinancial planning
Source API remote eligibility restrictions: United States; Must reside in the United States, Available to work 9AM to 5PM ETFull-TimeLead
SalaryUSD 140000 - 155000 / year; Base Salary $140K+, Target Bonus 25% (with clear path to $200K+)
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Job Details
- Experience
- 5+ years of personal financial planning experience; 3+ years running high net worth relationships; 10+ years of total work experience
- Required Skills
- Microsoft Excel
Requirements
- Hold the CFP® designation.
- Have 5+ years of personal financial planning experience.
- Have 3+ years of experience running high-net-worth relationships.
- Have 10+ years of total work experience.
- Have created 100+ complete financial plans from scratch in MoneyGuide Pro, eMoney, or RightCapital, including at least 50 for high-net-worth clients.
- Be an expert in at least one leading financial planning software platform, including scenario testing, custom reporting, insurance needs analysis, and tax planning strategies.
- Have advanced Microsoft Excel skills, including pivot tables and lookup tables.
- Demonstrate clear verbal and written communication, organization, attention to detail, and ability to connect planning tasks to clients’ broader situations.
- Reside in the United States.
- Be available to work 9AM to 5PM ET.
Responsibilities
- Manage and deepen 70+ high-net-worth client relationships, with accountability for leading those relationships.
- Lead the creation of detailed financial and investment plans using MoneyGuide Pro, Kwanti, Excel, and firm frameworks and templates.
- Maintain and course-correct client plans over time.
- Coordinate CSAs, the Trader, the Founder, and other Lead Planners to deliver client service.
- Interview, train, and mentor colleagues; contribute to team meetings and lead non-client functions.
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