Join Our Team

Wealth Advisor

Location: O’Fallon, IL (Full-Time, In-Office Only)

Your Next Chapter at Clark Wealth Partners

At Clark Wealth Partners (CWP), we believe wealth is more than numbers on a statement — it’s fuel for a life well lived. Our team manages $250M for 380 households, but what sets us apart isn’t the size of our firm. It’s the way we work: as a team, side by side, supporting each other so that every client feels known, cared for, and empowered.

We’re growing quickly, and we want to do it the right way — intentionally, transparently, and with purpose. This means adding the right people, not just any people. We’re looking for a Wealth Advisor who shares our belief that financial planning is about more than AUM. It’s about trust, relationships, and helping families find balance between ambition and security.

Why This Role Is Different

No prospecting required — We’ll provide new clients; you focus on what you do best: planning and advising.
Strong operational support — A dedicated team handles the paperwork so you can spend your energy with clients.
Collaborative culture — Advisors, operations, and specialists work together, not in silos.
Community impact — You’ll represent CWP in the community, giving back as part of who we are.

What You’ll Do

As a Wealth Advisor, you’ll become the lead advisor for a growing group of client families. You’ll design financial plans, lead meetings, and be the trusted point of contact they turn to with life’s biggest decisions. You won’t do it alone — you’ll work hand in hand with our investment management and tax planning specialists, and you’ll be supported by a strong operations team.

You’ll use tools like RightCapital, Wealthbox, Tamarac, YCharts, MyRepChat, Jump AI, Wealth.com, and more to deliver a modern, tech-enabled experience. And you’ll keep relationships alive with annual reviews, proactive calls, and timely outreach — because at CWP, staying close to clients is non-negotiable.

Who You Are

You’re an experienced advisor (3+ years) who has earned your Series 65 license and built a reputation for being both trustworthy and client-centric. If you already hold your CFP®, fantastic — if not, you’re committed to pursuing it soon. You live locally, thrive in a team setting, and find joy in helping people feel confident about their future.

Culturally, you’re humble, honest to a fault, collaborative, and community-minded. You’re not chasing sales quotas — you’re chasing impact.

What’s In It for You

$100-120k salary, % of revenue, bonuses
Benefits that support you: Health insurance, retirement plan, PTO, and CE reimbursement.
Career growth: As CWP grows, so do your opportunities — from leading a larger book to potential partnership or ownership down the road.
A role with meaning: You’ll be part of a team that values purpose, balance, and giving back.

Confidentiality

If you’re currently working with client households, rest assured that all inquiries will be handled discreetly and with the highest level of confidentiality.

Ready to Apply?

If you want to grow your career as part of a purpose-driven team, send your resume and cover letter to Careers@clarkwealthpartners.com.

Client Service Associate

Location: O’Fallon, IL (In-Office, Full-Time)

Overview

Clark Wealth Partners is a growing wealth management firm focused on delivering thoughtful financial guidance and a high level of service to individuals and families.

We are hiring a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role starts with a strong foundation in internal operations, systems, and organization, while also handling core client service responsibilities. Over time, there is an opportunity to take on more responsibility as trust and proficiency grow.

This role is a good fit for someone who takes pride in doing things the right way, stays organized without being asked, and follows through consistently. The environment is collaborative, but expectations are high and attention to detail matters.

What Success Looks Like

Within 3–6 months, a successful hire will:

Handle day-to-day responsibilities with consistency and minimal oversight
Keep systems, data, and workflows accurate and up to date
Respond to client needs in a timely, professional, and thoughtful manner
Reduce administrative burden on advisors and help the team operate more efficiently
Take ownership of responsibilities and step in to solve problems when needed

Key Responsibilities

Client Service & Engagement

Serve as a point of contact for client service requests and general inquiries, ensuring timely and professional follow-up
Coordinate client communications, including scheduling meetings and managing follow-ups
Prepare client meeting materials, financial reports, and summaries
Support onboarding and transitions for new and existing clients

Account Management & Processing

Process account openings, transfers, deposits, and withdrawals accurately and efficiently
Maintain and update client records across Schwab, Wealthbox, and internal systems
Assist with compliance documentation and recordkeeping requirements
Monitor and complete client-related workflows to ensure timely execution

Operations & Systems

Maintain CRM (Wealthbox) accuracy so information is complete, current, and usable
Manage internal tracking systems for reporting, client transitions, and workflows
Track key client and COI data points, including birthdays, anniversaries, and planning milestones
Look for ways to improve organization and efficiency across processes over time

Qualifications

What We’re Looking For

Strong attention to detail and a high standard for accuracy
Organized and able to manage multiple responsibilities without things slipping
Reliable and consistent in follow-through
Comfortable communicating clearly and professionally, both internally and with clients
Able to prioritize tasks and manage time effectively
Willing to take ownership and step in where needed

Preferred (Not Required)

Bachelor’s degree or equivalent experience
Experience in a professional office environment
Exposure to financial services, operations, or client service roles
Familiarity with tools such as Wealthbox, Schwab, or similar platforms

Compensation & Benefits

Competitive salary based on experience
Discretionary bonus
401(k) with employer match
Paid time off
Health insurance (if needed)

Salary Range: $45,000–$60,000

Ready to Apply?

If you want to grow your career as part of a purpose-driven team, send your resume and cover letter to Careers@clarkwealthpartners.com.