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Financial Consultant Wealth Management

Remote Senior Financial Planner — Lead Client Relationships

Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Clark Asset Management, LLC
Remote/Work from Home position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 USD Yearly USD 125000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm seeks a Lead Financial Planner to help clients achieve relaxed confidence in their finances. This fully remote role involves managing 70+ high net worth relationships, driving investment strategies, and collaborating with a team. Candidates should possess a CFP® designation, 5+ years of financial planning experience, and a passion for serving clients rather than prospecting. Competitive compensation includes a base salary starting at $125K plus bonuses and full benefits.
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Position Requirements
10+ Years work experience
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