Clark Asset Management, LLC seeks a Lead Planner to manage 70+ high net worth relationships and lead planning and investment strategies with our full decision support suite. You will coordinate colleagues to deliver outstanding service and contribute to firm growth.
The ideal candidate holds a CFP designation and has 5+ years in personal financial planning, 3+ years managing high net worth relationships, and 10+ years total work experience.
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Coordonnées :
Équipe de recrutement de Clark Asset Management, LLC
