Financial Planner ​/ Associate Wealth Advisor

Compensation:$100,000-$150,000+ (Base + Incentives) with a realistic path toward $400,000+ annually as your client relationships, responsibilities, and role within the firm continue to grow.

Join One of the Fastest Growing Independent RIAs in Southern California

The Clark Group Asset Management is a rapidly growing independent Registered Investment Advisor (RIA) specializing in helping high-net-worth and ultra-high-net-worth families transition into and thrive throughout retirement.

Our firm has been featured in The Wall Street Journal and regularly appears on the Schwab Network , where we provide commentary on retirement planning, investing, and financial markets.

Today, The Clark Group manages approximately $430 million in client assets , with a significant portion of that growth occurring over the past two to three years through entirely organic growth. As demand for our services continues to accelerate, we're looking for the right Financial Planner to help serve the growing number of families seeking comprehensive retirement planning.

About The Clark Group

The Clark Group Asset Management is an independent, fiduciary Registered Investment Advisor headquartered in Dana Point, California, with Charles Schwab serving as our primary custodian.

We believe retirement planning is far more than investment management.

Our proprietary PROFIT Retirement Planning Process is designed to help high-net-worth and ultra-high-net-worth families optimize every major financial decision before and throughout retirement, including:

• Retirement income planning
• Investment management
• Tax planning and Roth conversion strategies
• Insurance and risk management
• Social Security optimization
• Charitable giving strategies
• Legacy planning
• Ongoing financial guidance as life evolves

Our clients expect a truly comprehensive planning relationship. They value advisors who are comfortable discussing investments, taxes, retirement income, estate planning, insurance, and the many financial decisions that impact their long-term success.

That is exactly how we serve clients.

What Makes This Opportunity Different

You'll work alongside Brandon Clark, CFP®, CPWA® , one of the firm's lead advisors and the creator of the rapidly growing Maximize Your Retirement You Tube channel, as well as Eric Cedergreen , President and Co-Founder of The Clark Group. You'll have the unique opportunity to learn from experienced advisors who have built one of Southern California's fastest-growing independent RIAs while serving high-net-worth and ultra-high-net-worth families through a proven, comprehensive retirement planning process.

Thanks to our educational platform on You Tube, referral network, and digital presence , we currently receive 30-60 qualified inbound prospective clients every month , and we expect that number to continue growing.

These are not cold leads.

These are hardworking individuals and families from across the country who have actively reached out because they want to work with The Clark Group . They're looking for a long-term relationship with an advisor who can help them navigate retirement with confidence. A lot of tech engineers, executives, and small business owners.

Most prospective clients have between $1 million and $10 million in investable assets , with many exceeding that range. Advisors joining our team will initially work with clients on the lower end of that asset spectrum while developing within our planning process. As your experience, technical expertise, and client relationships grow, you'll naturally transition into serving increasingly larger and more complex households.

Prospecting is not required.

Your calendar will be filled with qualified prospective clients who have already taken the first step by reaching out to our firm. We want our advisors spending their time where they create the most value: building meaningful client relationships, delivering exceptional financial planning, and helping families make smarter financial decisions.

If you choose to source your own clients outside of our existing marketing channels, you'll absolutely be rewarded for doing so. However, generating your own business is never an expectation of this role. Our goal is to allow our advisors to focus on what they do best: serving clients at the highest level.

Who We're Looking For

We're searching for someone who genuinely enjoys financial planning and wants to build a long-term career with our firm.

You should be someone who:

• Loves helping people navigate retirement.
• Enjoys simplifying complex financial topics.
• Is comfortable discussing investments, retirement income planning, tax planning, Roth conversions, estate planning, insurance planning, Medicare, Social Security, and other advanced planning topics with affluent families.
• Builds trust naturally and communicates clearly.
• Enjoys collaborating with a team.
• Works hard but doesn't take themselves too seriously.
• Has a good sense of humor.
• Wants to continue learning and growing professionally.

Most importantly, we're looking for…