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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.

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