Clark Asset Management, LLC
Remote Senior Financial Planner — Lead Client Relationships
Clark Asset Management, LLC, Boston, Massachusetts, us, 02298
A leading financial planning firm seeks a Lead Financial Planner to help clients achieve relaxed confidence in their finances. This fully remote role involves managing 70+ high net worth relationships, driving investment strategies, and collaborating with a team. Candidates should possess a CFP® designation, 5+ years of financial planning experience, and a passion for serving clients rather than prospecting. Competitive compensation includes a base salary starting at $125K plus bonuses and full benefits.
#J-18808-Ljbffr