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Clearstead Jobs (NOW HIRING)

Clearstead

Client Service Associate

Philadelphia, PA · On-site

$14.75 - $20.25/hr

Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. We are an equal opportunity employer and all ...

Clearstead

Client Service Associate

Philadelphia, PA · On-site

$14.75 - $20.25/hr

Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. We are an equal opportunity employer and all ...

Clearstead Advisors LLC

Trader

Norfolk, VA · On-site

Excellent interpersonal and communication skills, written and verbal Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

All JobsClearstead Jobs

Clearstead information

Is there a high demand for financial advisors?

The demand for financial advisors remains strong due to increasing client needs for financial planning and investment management. Job growth is expected to be steady, especially for those with certifications like the CFP and strong interpersonal skills, in a competitive financial services environment.

What is Clearstead and what do they do?

Clearstead is an independent investment consulting and wealth management firm that provides advisory services to institutions, families, and individuals. They specialize in investment consulting, financial planning, and fiduciary guidance to help clients achieve their financial goals. Clearstead's services often include portfolio management, retirement planning, and assisting organizations with managing their endowments or foundations. Their approach emphasizes transparency, independence, and customized solutions tailored to each client's unique needs.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Clearstead, and why are they important?

To thrive as a Financial Advisor at Clearstead, you need a solid background in finance, investment strategies, and portfolio management, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is commonly required. Exceptional interpersonal skills, trustworthiness, and clear communication help advisors build strong client relationships and provide tailored guidance. These skills ensure advisors can deliver effective financial solutions and maintain client satisfaction in a competitive industry.

What types of clients does Clearstead serve?

Clearstead serves a diverse range of clients, including institutional investors, high-net-worth individuals, and corporate entities. The firm provides investment management, financial planning, and advisory services tailored to each client’s specific needs and goals.

What does Clearstead do?

Clearstead is a financial services firm that provides investment management, wealth planning, and advisory services to institutional clients and high-net-worth individuals. Employees in related roles typically analyze financial data, develop investment strategies, and use tools like financial modeling software. The company emphasizes professional certifications such as CFA or CFP for certain positions.

What are some common challenges faced by financial advisors at Clearstead, and how does the firm support its team in overcoming them?

At Clearstead, financial advisors often encounter challenges such as managing complex client portfolios and staying updated with evolving regulations. The firm supports its advisors through ongoing professional development, access to robust research resources, and a collaborative team environment. Advisors work closely with investment analysts, tax specialists, and client service teams to deliver comprehensive solutions, ensuring they're not working in isolation. This team-focused approach helps Clearstead advisors deliver high-quality service while continuing to grow professionally.

What is the difference between Clearstead vs Financial Analyst?

AspectClearsteadFinancial Analyst
Required CredentialsTypically requires a CFA, CFP, or similar certificationsOften requires a bachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentAsset management firms, financial advisory firms, or consultingCorporations, banks, investment firms, or consulting
Industry UsageUsed in wealth management, investment advisory, and financial planningUsed across finance, investment analysis, and corporate finance

Clearstead and Financial Analyst roles share similarities in required credentials and industry usage, but Clearstead often involves client-facing advisory and wealth management, while Financial Analysts focus on data analysis and financial modeling within organizations.

How does Clearstead get paid?

Employees at Clearstead are typically paid through a salary or hourly wage, depending on their role. Compensation may also include bonuses, benefits, and other incentives based on performance and company policies. Payment is usually processed via direct deposit or check on a regular schedule such as biweekly or monthly.
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Clearstead jobs near you
Infographic showing various Clearstead job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.
Client Service Associate

Client Service Associate

Clearstead

Philadelphia, PA • On-site

$14.75 - $20.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

We are seeking a Client Service Associate at our Philadelphia, PA wealth management firm. This position serves as a primary and/or secondary point of contact for clients, supports Financial Advisors, and ensures the smooth execution of all operational and administrative activities.
This position offers work from home availability 1-2 days per week after initial orientation period.
Position responsibilities:
Client Relationship & Service Support
  • Serve as a point of contact between clients and Financial Advisors by proactively managing client inquiries and service requests.
  • Build strong, trusting relationships with clients through timely communication, follow-up, and service excellence.
  • Maintain a deep understanding of client needs, ensuring a personalized and positive client experience.
  • Partner closely with other departments including Compliance, Operations, Tax, Financial Planning and Finance to ensure smooth execution of client requests and adherence to firm-wide processes.

Custodial Operations & Account Administration
  • Facilitate investment account transactions at custodians (primarily Fidelity and Schwab), including:
  • Opening and closing accounts
  • Transferring assets
  • Money movement (wires, ACH, journals)
  • Charitable gifting
  • Trust distributions
  • General account maintenance and documentation
  • Work directly with Fidelity, Schwab, and other service teams to troubleshoot issues, resolve escalations, expedite high-priority items, and navigate complex or non-standard transactions.
  • Ensure all forms, paperwork, and digital workflows are completed accurately and processed in accordance with compliance, regulatory, and custodial requirements.

Alternative Investments Administration
  • Assist in the administration of alternative investments by monitoring and coordinating capital calls, distributions, and related documentation.
  • Maintain accurate records and ensure timely communication with clients and internal teams regarding alternative investment activity.

Meeting Coordination & Client Deliverables
  • Manage all logistics for client meetings, including scheduling, coordinating with Financial Advisors, preparing agendas, and confirming details with clients.
  • Assist in the preparation, assembly, and finalization of all client meeting materials, ensuring accuracy, completeness, and professional presentation.
  • Update CRM records and client files with meeting notes, follow-up tasks, and service outcomes.

Operational & Administrative Support
  • Support overall office organization and operational efficiency.
  • Develop a strong understanding of firm technology platforms, tools, and systems to effectively complete work in a fully or primarily paperless environment.
  • Actively contributes to internal process improvements and best practices for enhancing workflow efficiency and client service delivery.
  • Perform additional duties and projects as assigned to support team and firm-wide initiatives.
  • Completes other duties as assigned

Requirements
Essential skills and experience:
  • Bachelor's degree preferred or equivalent relevant experience.
  • 2-5 years of experience in financial services, wealth management, or client service roles preferred.
  • Client-first mindset with a commitment to service excellence
  • Strong knowledge of investment accounts, custodial processes, and financial terminology (experience with Fidelity and Schwab is a plus).
  • Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
  • Ability to display a high level of accountability and discretion
  • Problem-solving and critical-thinking abilities
  • Strong communication and relationship-building skills.
  • Ability to work both independently and collaboratively in a fast-paced, client-centric environment.
  • Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.
  • Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
  • The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging
  • An opportunity to work with high-profile private clients and institutions across the country
  • A competitive base salary with an incentive bonus program
  • 401(k) Savings plan with company contributions
  • Health, Dental, Vision, and Long-term disability insurances
  • Generous paid time off program

We are Clearstead...an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio.
Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.

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