Overview

Apply for this Lead Financial Planner (full-time, fully remote) 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 recently surpassed $1.8B 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 CSAs, Trader, Founder & other Lead Planners 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.

REQUIREMENTS
“MUST HAVE” QUALIFICATIONS 

  • Experience and Credentials
    • Hold your CFP® designation
    • 5+ years of personal financial planning experience
    • 3+ years running high net worth relationships
    • 10+ years of total work experience
  • Planning and Analytical Chops
    • 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, 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 and 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
    • Very comfortable saying “I don’t know” and “I need help”
    • Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)
  • Availability
    • Must reside in the United States
    • Available to work 9AM to 5PM ET

“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
  • Base Salary $140K+, 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

Tagged as: cfp® required, client facing, eastern time hours, fee-only, financial planning, full time, high-net-worth clients, lead advisor, no sales, remote, retirement planning, RIA

About Clark Asset Management

ABOUT CLARK ASSET MANAGEMENT:

Clark Asset Management is a rapidly growing FLAT FEE RIA offering Wealth Management services with a specialty in pre-retirement and retirement planning. We have 330+ clients and $1.8B+ under management at Schwab.

Our Founder & CEO is Bradley Clark MBA / CFP / RICP.  Bradley holds his degree from Harvard and his MBA from Stanford.  He was Publisher at The Motley Fool.