Lead Financial Planner
Clark Asset Management, LLC$140K – $155K per yearUnited States only
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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.