Clark Asset Management
Clark Asset Management is a registered investment adviser specializing in retirement income planning. The company offers financial advice with a focus on replacing clients' financial anxiety with relaxed confidence through evidence-based investing. Clark Asset Management operates on a fixed flat fee model, avoiding commissions and portfolio percentage charges, thus aiming to minimize financial conflicts of interest. The company emphasizes personalized, low-cost, and tax-efficient retirement planning strategies. Its services are particularly targeted at clients who are retiring soon or already retired, and include strategies to protect and build retirement income, maximize social security benefits, and manage low-cost portfolios.
Retirement Income Planning • Financial Advisor • Investment Management • Fixed Flat Fee
Lead Financial Planner
February 2
🇺🇸 United States – Remote
💵 $125k - $150k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis
Clark Asset Management
Clark Asset Management is a registered investment adviser specializing in retirement income planning. The company offers financial advice with a focus on replacing clients' financial anxiety with relaxed confidence through evidence-based investing. Clark Asset Management operates on a fixed flat fee model, avoiding commissions and portfolio percentage charges, thus aiming to minimize financial conflicts of interest. The company emphasizes personalized, low-cost, and tax-efficient retirement planning strategies. Its services are particularly targeted at clients who are retiring soon or already retired, and include strategies to protect and build retirement income, maximize social security benefits, and manage low-cost portfolios.
Retirement Income Planning • Financial Advisor • Investment Management • Fixed Flat Fee
📋 Description
• Lead Financial Planner's core purpose is to help clients achieve relaxed confidence in their financial lives • Wealth Management services with flat fees • Emphasis on Service, Curiosity, Transparency, Humility & Tenacity
🎯 Requirements
• Hold your CFP designation • 7+ years of analytically rigorous financial planning • 3+ years running high net worth relationships • 10+ years of total work experience • Created (from scratch) 200+ complete financial plans in leading software, at least 75 of which have been for high net worth • True Expert in at least one of the 3 leading financial planning softwares • Microsoft Excel geek - pushing data around, using pivot tables, lookup tables • Very clear thinker and communicator (verbal & written) • Well organized and respectful of client service standards • Very good at detailed work AND "connecting" it to the bigger picture • Very comfortable saying “I don’t know” and “I need help” • Consistently demonstrate core values (curiosity, tenacity, service, rigor, clarity)
🏖️ Benefits
• 401-K Match (4%) • Health, Dental, & Vision • Long-Term Disability, HSA, Dependent Care FSA • Professional development stipend • Unlimited PTO – Just get your work done!
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