Senior Wealth Strategist, Clark Capital

Remote Pennsylvania - United Statesremotesenior

Posted 1w ago · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

Job Description Summary Plan, implement, and monitor the lifecycle of assets. Ensure that assets are properly acquired, maintained, utilized, and disposed of. Analyze the performance, risks, and costs of the assets, and recommend improvements or replacements when needed. Job Description Essential Functions 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 Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics.…

Read the full description on Raymondjames's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

Score yourself on this role.

Free · no card · written explanation included

See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

More at Raymondjames

See all open jobs at Raymondjames →