Senior Wealth Strategist
Clark Capital GroupPhiladelphia, Pennsylvania, United States
Posted February 6, 2026
Full Time
About the Company
Clark Capital Group is a private equity firm that invests in high‑growth, middle‑market businesses across the United States. The firm specializes in sectors such as industrial manufacturing, technology, and real‑estate services, providing capital, strategic guidance, and operational expertise to accelerate growth. Clark Capital differentiates itself through a hands‑on approach, partnering closely with management teams to implement data‑driven improvements and expand market reach. Its disciplined investment process combines rigorous due diligence with a long‑term partnership mindset, enabling portfolio companies to unlock value and achieve sustainable profitability.
Job Description
Work with high net worth clients to deliver customized wealth planning solutions, provide expertise on financial planning software, social security, and complex financial topics, and communicate effectively with clients and advisors.
Requirements
- Demonstrable expertise in estate planning, wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding
- Current on innovative wealth planning solutions
- Outstanding presentation and communication skills
- Proficiency in Word, Excel, and PowerPoint
Benefits
- Retirement Plan
- 401k Matching
