Start your professional journey in our high performance, client-centric culture.
Our sole mission at Clearwater Management is helping clients realize their goals for themselves and future generations. In order to deliver on our mission, we need high-qualified, forward-thinking people on our team. They should be capable of complex problem-solving and comfortable working in a highly collaborative environment. As we continue to expand, Clearwater Management has opportunities for financial professionals who seek to make a lasting impact on the lives of our clients.
Job openings vary depending on current needs. The most common employment opportunities are described below. Feel free to contact us regarding other areas of specialty.
Senior Investment Advisor
Work closely with clients to identify needs, implement strategies and monitor investments. Oversee all activities involved in the process of comprehensive wealth management. Develop personal investment plans and portfolios, and ensure that actions are executed and modified as needed. Responsible for the ongoing management of existing client relationships. Contribute directly to firm business development objectives and provide leadership to support staff.
Client Relationship Specialist
Act in a supporting role to Senior Advisors, liaising with analysts, technology specialists and compliance personnel. Interact with clients to provide exceptional service. Perform administrative functions relating to client accounts. Schedule and confirm appointments, and actively maintain advisors’ calendars.
Intern
Interns have an opportunity to gain real life industry experience and obtain university credit while working alongside our team. Depending on our needs and the quality of applicants, we offer internship opportunities in our wealth management, research, technology and administration departments.
Join the Clearwater Management Team
Work with experienced, knowledgeable professionals building and preserving client relationships spanning multiple generations. To learn more about current opportunities,
