Wealth Planner
Clark Capital GroupPhiladelphia, Pennsylvania, United States
Posted March 10, 2026
125000 - 350000 USD
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 clients to deliver customized wealth planning solutions and develop comprehensive financial plans. Create client-facing outputs and communicate complex financial planning concepts.
Requirements
- Demonstrable expertise in estate planning and wealth transfer
- Current on innovative wealth planning solutions
- Outstanding presentation and communication skills
Benefits
- Medical
- Dental
- Vision
- 401(k) with employer match
- Paid time off
