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Remote Senior Wealth Strategist UHNW Portfolios

Remote / Online - Candidates ideally in
York, York County, Pennsylvania, 17404, USA
Listing for: Clark Capital Management Group
Remote/Work from Home position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Position: Remote Senior Wealth Strategist for UHNW Portfolios

Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters in Philadelphia.

The ideal candidate has at least 10 years of relevant experience, CFP, CPA, or JD qualifications, and outstanding presentation skills. They will work closely with advisors and clients to develop comprehensive wealth strategies.

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Position Requirements
10+ Years work experience
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