Careers

Established Advisory Practices:

We are interested in sole practitioners seeking transition strategies. These individuals will benefit from our expertise in managing transitions smoothly, ensuring continuity for their clients, and maximizing the value of their practice. We offer tailored solutions for advisory practice professionals looking to monetize their business while maintaining their legacy, ensuring a seamless integration and ongoing client support throughout the process.

Established Wealth Advisory Teams:

We are looking for teams that aspire to accelerated growth within an entrepreneurial environment. These teams will have opportunities for ownership and the chance to work in a dynamic setting that fosters innovation and excellence. We aim to support their growth ambitions through strategic resources, operational support, and a collaborative culture that prioritizes client success.

Succession Strategies:

We are looking for established advisors nearing retirement who are seeking seamless succession strategies. Our firm offers a comprehensive approach to ensure the smooth transition of your practice, maintaining the integrity and trust you have built with your clients. By joining Clearwater Capital Partners, you can ensure that your clients will continue to receive the highest level of service and care, supported by a team of experienced professionals dedicated to preserving your legacy.

Mid-Career Transition:

We welcome mid-career advisors who are ready to transition to an independent firm with resources to accelerate growth, ownership opportunties, and an entrepreneurial environment. Our collaborative culture, customized technology stack, and strategic growth initiatives are designed to help you thrive and achieve your professional goals while delivering exceptional value to your clients.

Next-Gen Advisors:

We partner with successful advisors who are early in their careers and have demonstrated exceptional potential with a commitment to excellence. Clearwater Capital Partners offers a dynamic and innovative environment where you can develop your skills, expand your knowledge, and grow your client base. We provide mentorship, professional development opportunities, and a collaborative team culture that encourages continuous improvement and a pathway to ownership.

Clearwater Capital Partners is seeking professionals to join our four key team areas: Portfolio Management, Advanced Planning, Client Experience, and Operations. We are committed to identifying individuals who align with our core values and are eager to contribute to our mission of providing exceptional wealth management services.

Portfolio Management:

Seeking experienced portfolio managers skilled in reporting, analysis, and execution of investment strategies to manage portfolios in a dynamic environment.

Advanced Planning:

Looking for experts in financial planning including tax, estate, charitable, and retirement strategies, who can develop customized, sophisticated wealth plans.

Operations:

Seeking detail-oriented professionals with expertise in system utilization, process management, and executing client deliverables to enhance efficiency and support the firm’s advisory team.

Client Experience:

Searching for passionate professionals who excel in brand delivery, client engagement, and deep personal relationships to drive the Clearwater Capital client experience.

Join Clearwater Capital Partners to be part of a forward-thinking and collaborative environment, where your expertise will be valued and your contributions will make a significant impact.

Come work with Clearwater Capital Partners.