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Wealth Planner
Location
United States
Posted
101 days ago
Salary
$125K - $350K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Wealth Planner
Clark Capital Management Group
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives. - Create client-facing custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients. - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks. - Quickly identify, pursue, and present solutions aligned with the best interests of the client. - Participate in client meetings and work within a team environment to deliver integrated planning services. - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables. - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors. - Keep abreast of legislative and tax changes. - Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors. - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues. - Participate in client and community events and present at Company sponsored events regarding relevant and timely wealth planning issues. - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients. - Coach and mentor colleagues on different wealth planning topics. Qualifications - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, portfolio design, transfer tax planning, asset protection planning, strategic tax management, and retirement funding, and the ability to work collaboratively with colleagues. - Current on innovative wealth planning solutions, including the use of different advanced planning techniques. - Outstanding presentation skills, written and verbal communication skills. - Outstanding Word, Excel, and PowerPoint creation abilities. - Minimum 3 years of experience within banking, RIA or wire-house culture. - Minimum 5 years of direct estate planning, estate and gift tax planning, and liquidity event exit planning experience. - JD required. - Additional advanced degree (e.g., LLM, CPA) or additional advanced certifications (e.g., MBA, CFP, CEPA, CTFA) preferred. Requirements - The role of Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel to deliver presentations to groups and conduct client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. - Remote within the U.S. - Travel to the company headquarters in Philadelphia, PA, on a quarterly basis is expected. Compensation - The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. Benefits - Comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.
Job Requirements
- Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, portfolio design, transfer tax planning, asset protection planning, strategic tax management, and retirement funding, and the ability to work collaboratively with colleagues.
- Current on innovative wealth planning solutions, including the use of different advanced planning techniques.
- Outstanding presentation skills, written and verbal communication skills.
- Outstanding Word, Excel, and PowerPoint creation abilities.
- Minimum 3 years of experience within banking, RIA or wire-house culture.
- Minimum 5 years of direct estate planning, estate and gift tax planning, and liquidity event exit planning experience.
- JD required.
- Additional advanced degree (e.g., LLM, CPA) or additional advanced certifications (e.g., MBA, CFP, CEPA, CTFA) preferred.
- The role of Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel to deliver presentations to groups and conduct client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month.
- Remote within the U.S.
- Travel to the company headquarters in Philadelphia, PA, on a quarterly basis is expected.
- Compensation
- The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors.
Benefits
- Comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.
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• Serve as a strategic advisor to the CFO and executive leadership team on financial performance, risks, and growth opportunities • Translate corporate strategy into financial frameworks, targets, and measurable performance metrics • Provide leadership with insights on growth drivers, emerging risks, competitive positioning, and market opportunities • Monitor global and domestic market trends, competitive dynamics, and macroeconomic indicators to inform strategic decisions • Drive data-driven decision making across the organization through actionable analysis and financial storytelling • Provide decision support across the organization through ROI modeling and financial evaluation of strategic initiatives • Lead the annual operating plan and rolling multi-year strategic plan for the organization • Develop and maintain driver-based financial models to support scenario analysis, enterprise forecasting, and strategic planning • Develop cost benchmarking, productivity metrics, and financial frameworks to guide resource allocation and operating efficiency • Partner with business leaders across sales, marketing, product, and operations to align financial planning with operational objectives • Conduct in-depth analysis of revenue drivers, customer behavior, and operational efficiencies to identify growth opportunities and optimization levers • Provide proactive insights into revenue performance, margin expansion, cash flow, and cost drivers • Develop executive dashboards and operational KPI frameworks to provide visibility into company performance • Lead periodic business review meetings with executive leadership to measure performance against budget and strategic targets • Lead enterprise capital planning processes including prioritization, investment analysis, and ROI evaluation • Implement governance frameworks for capital requests, approvals, and post-investment reviews • Ensure capital deployment aligns with growth initiatives, return thresholds, and private equity value creation objectives • Partner with operations, technology, and product leaders to optimize capital allocation • Coordinate buy-side M&A activity in partnership with private equity sponsors • Assist with due diligence, financial modeling, and post-acquisition integration management • Lead preparation of executive reporting packages, board materials, and investor-ready financial analyses • Prepare ad-hoc financial analyses and insights for the Board of Directors, CFO, and senior leadership • Champion improvements in financial data management, data quality, and reporting infrastructure across the organization; incorporate AI where appropriate • Provide leadership to the FP&A organization, developing high-performing teams, scalable processes, and modern financial systems • Lead cross-functional initiatives and special projects that support the company’s growth and operational maturity
