Financial Consultant

Employer: Clearwater Capital Partners ( Industry: Financial Services Type: Full Time Status: Exempt Reason: New Position Experience: 5 + years Education: Bachelor’s Degree Compensation: Base with bonus opportunity Location: Hoffman Estates, IL About Clearwater Capital Partners Clearwater Capital Partners is a locally owned, privately held independent wealth management firm built for professionals who want to do meaningful work at a high level in a truly client-first environment. The firm is a Registered Investment Adviser based in Hoffman Estates, Illinois, serving successful individuals, families, businesses, and institutions through comprehensive wealth management, family office, and institutional advisory services. Founded in 2006 by John E. Chapman, Clearwater was created in response to the conflicts, limitations, and broken promises too often found in the traditional financial industry. From the beginning, the firm has been grounded in fiduciary advice, independent thinking, and a commitment to delivering objective guidance tailored to each client’s unique circumstances. For prospective team members, Clearwater offers more than a platform—it offers a culture built around stewardship, integrity, objectivity, and the pursuit of excellence. The firm seeks professionals who want to help build the RIA of the future, whether they are established advisors, next-generation talent, or specialists across portfolio management, advanced planning, client experience, and operations. Clearwater’s purpose is to inspire and empower clients to live with confidence, joy, and a spirit of abundance, and that mission shapes both the client experience and the internal culture of the firm. Team members are expected to bring high character, intellectual curiosity, professionalism, and a genuine desire to improve clients’ lives through excellent advice and service. The firm’s boutique structure is a meaningful advantage for professionals who value agility, close collaboration, and the ability to make a visible impact. Rather than being one of many inside a large institution, team members at Clearwater work in an entrepreneurial, forward-looking environment where craftsmanship matters, relationships matter, and outstanding work is recognized. An important extension of Clearwater’s identity is the Clearwater Capital Foundation, the firm’s philanthropic entity, which reflects its commitment to purposeful stewardship beyond traditional wealth management. The Foundation supports efforts centered on financial empowerment, women and children, veterans, and individuals in need, reinforcing a culture of generosity, service, and long-term impact. Clearwater’s reputation is reinforced by both external recognition and the caliber of its professionals. The firm was named one of the Best Places to Work in Illinois for 2026, marking the fifth consecutive year it received that distinction, and team members have earned respected industry and professional recognition, including Forbes Next-Gen and Best-In-State advisor honors, Family Wealth Alliance recognition, and advanced designations such as CFA®, CPA®, CFP®, CIMA®, CDFA®, AWMA®, JD, CRPS®, AIF®, CEPA®, MBA, and QKA®. This combination of cultural strength, professional excellence, and visible achievement helps make Clearwater an attractive long-term home for professionals who want to grow, contribute, and deliver life-changing value to clients and families. Why Clearwater Capital Partners Clearwater Capital Partners is the firm serious professionals join when they want more than a platform. It is an independent, boutique RIA built for people who care deeply about doing excellent work, serving clients at a high level, and helping shape the future of a growing firm with real standards, real purpose, and real opportunity. Founded in 2006, Clearwater was created to offer an alternative to the conflicts, product bias, and limitations that have long characterized much of the traditional wealth management industry. The Ideal Financial Advisor Profile The Financial Consultants who can thrive at Clearwater Capital Partners are seasoned, client-facing professionals who deliver high-caliber advice and service without carrying primary responsibility for business development or managing an established standalone practice. They typically bring 5 or more years of experience in wealth management, financial planning, or private client advisory roles and are comfortable working directly with successful individuals and families on a wide range of planning and investment needs. They are drawn to the independence, craftsmanship, and client-first focus of a boutique RIA environment and see Clearwater as a place where they can do their best work on behalf of clients. Our ideal Financial Consultant operates with a fiduciary mindset and a high level of technical competence. They understand portfolio construction, asset allocation, and risk management in the context of client goals and comprehensive financial plans, and they are fluent in core planning domains such as retirement planning, tax-aware investing, cash flow and liquidity management, insurance review, and estate considerations. They excel at leading or co-leading client meetings, presenting recommendations clearly, translating strategies into actionable next steps, and helping clients make confident decisions. Their focus is on elevating the client experience, coordinating closely with lead advisors, planners, and operations staff who strive to make every interaction feel thoughtful, responsive, and seamless. Culturally, they are collaborative, humble, and strongly team-oriented. They are motivated by doing excellent work for clients rather than by individual production metrics, and they take pride in deepening existing relationships, enhancing the firm’s value proposition, and contributing to the success of the advisor team as a whole. They bring a strong work ethic, a sense of ownership over outcomes, and a commitment to continuous learning and professional growth. They are organized and detail-oriented, capable of managing a meaningful roster of client relationships with varying levels of complexity while maintaining high standards of follow-through and responsiveness. They maintain an unblemished regulatory record and conduct themselves with professionalism and integrity in all circumstances. Professional designations such as CFP®, CFA®, or comparable credentials are strongly preferred, reflecting their commitment to mastery and ongoing development. Above all, the ideal Clearwater Financial Consultant is naturally aligned with the firm’s purpose: to inspire and empower clients to live with confidence, joy, and a spirit of abundance. They see their work not merely as managing money, but as helping clients use their wealth to enhance their lives, strengthen their families, and create a lasting sense of security and possibility. Ideal Candidate Snapshot 5+ years of client-facing experience in wealth management, financial planning, or private client advisory roles. Primary focus on delivering advice and service, with little to no responsibility for business development or managing an independent practice. Comfortable serving successful individuals and families with complex planning and investment needs in a boutique RIA environment. Strong technical grounding in portfolio construction, asset allocation, and risk management within a comprehensive planning framework. Proficient across core planning domains: retirement, tax-aware investing, cash flow and liquidity, insurance review, and estate considerations. Skilled at leading or co-leading client meetings, presenting recommendations clearly, and turning plans into actionable next steps. Highly collaborative and team-oriented, motivated by doing excellent work for clients rather than individual production metrics. Organized, detail-oriented, and capable of managing a meaningful roster of client relationships while maintaining high responsiveness and follow-through. Clean regulatory record, with a high standard of professionalism and integrity; CFP®, CFA®, or comparable credentials strongly preferred. Naturally aligned with Clearwater’s purpose to inspire and empower clients to live with confidence, joy, and a spirit of abundance, and sees the role as helping clients use wealth to enhance their lives and families. We Offer Competitive compensation package with bonus opportunities. Comprehensive benefits package including medical, dental, life insurance, and long/short term disability 401(k) plan with company match. Equity ownership opportunities. Paid vacation, holidays, personal, and sick leave. Education funding benefits. Aura cybersecurity membership.

EQUAL EMPLOYMENT AND HARASSMENT POLICY

CCP is proud to provide equal opportunity in employment to all associates and applicants for employment. No person is or will be discriminated against because of perceived race, color, ancestry, gender, sexual orientation, gender identity, results of genetic testing, religion, age, national origin, disability, veteran or marital status, or any other legally protected group status. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. #J-18808-Ljbffr Clearwater Capital Partners