clark asset managementEast Boston, MA
Senior Flat-Fee Financial Planner for High Net Worth
Senior Flat-Fee Financial Planner for High Net Worth
Senior Flat-Fee Financial Planner for High Net Worth
clark asset managementEast Boston, MA
yesterday
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
East Boston, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday