Senior Flat-Fee Financial Planner for High Net Worth

Posted yesterday

clark asset managementEast Boston (MA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Clark Asset Management, LLC is seeking a Lead Planner to manage 70+ high net worth client relationships and to drive comprehensive financial and investment planning. You will coordinate with a team of colleagues to ensure outstanding service and client outcomes. The role emphasizes mentorship, training, and active contribution to firm growth, with a focus on providing clients with a sense of confidence and tailored financial strategies.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.