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

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.

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 Financial Consultants who can thrive at Clearwater Capital Partners are seasoned, client-facing professionals who deliver high-caliber advice and service…