Senior Financial Advisor - Remote

Who are we

Clark Asset Management is helping individuals and couples plan for a secure retirement. We help people thinking about retirement replace their financial anxiety with relaxed confidence about their future. We are holding both the CFP and RICP designations. We are fast-growing $0.5B+ Fee-Only RIA.

As a Lead Planner, you will lead 125-150 High Net Worth client relationships. This role does not entail any business development responsibilities. Our well-established marketing infrastructure consistently generates new clientele.

What will be your job

• Managing over 90 high-net-worth relationships, assuming full accountability for their cultivation and enhancement.
• Develop and implement comprehensive financial and investment strategies tailored to individual client needs, utilizing various decision support tools and frameworks.
• Continuously monitor and adjust financial plans in collaboration with clients to ensure alignment with their evolving goals and circumstances.
• Coordinate with team members such as Client Service Associates, Traders, Junior Planners, and the Founder to deliver exceptional service to clients.
• Contribute to the firm's growth by participating in recruitment, training, and mentoring activities, and actively engaging in team meetings.
• Take the lead on non-client-related functions as required, demonstrating initiative and proactive involvement in firm development initiatives.
  
  

What we are looking for

• Hold your CFP designation

• 10+ years of analytically rigorous financial planning

• 15+ years of total work experience

• 3+ years running high net worth relationships

• Developed over 200 comprehensive financial plans using leading software such as MoneyGuide Pro, eMoney, or RightCapital

• Advanced proficiency in Microsoft Excel, adept at manipulating data, utilizing pivot tables, and extracting insights beyond standard planning software capabilities

• Very clear thinker and communicator (verbal & written)

• Well-organized and respectful of client service standard

• 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

• Full-time W2

• Salary commensurate with skills & experience

• 401-K Match (4%)

• Health & Dental & Vision

• Long-Term Disability, HSA, Dependent Care FSA

• Professional development stipend

• Unlimited PTO – Just get your work done!