Careers
ClearRock Capital is a successful boutique RIA firm founded by two former wire-house advisors with over 50 years combined experience. We are a team-oriented firm. We are looking to expand our team in Palo Alto, CA. As a multi-office firm based in Ketchum, Idaho, we believe that enduring principles and insightful perspectives are critical aspects of how we provide consistent wealth advisory services for our clients in an ever-changing world. Our client-centric approach focuses on broad asset allocation utilizing ETFs in tax and cost-efficient models, allowing us to minimize risk, optimize returns, and exceed client expectations.
Everything we do answers the question: "what will work best for our client?"
The timing could not be better for an advisor transferring to independence. Because we can scale our business more efficiently and much more quickly than larger firms, we can better compensate our Portfolio Managers. Moreover, our lean cost structure doesn't compromise the best-in-class working environment for our team, nor does it mean we sacrifice the operational support or best-in-class technology necessary to deliver top-shelf service to our clients. We believe that your talents lie in portfolio management and client service, not in running a business.
Job Title: Portfolio Manager
What we are looking for:
Experienced, entrepreneurial, growth-oriented financial advisors who are high energy team players and who will be working on a fee-basis as Portfolio Managers for a successful and growing independent Registered Investment Advisor, ClearRock Capital LLC. The core belief that the client truly comes first. Strong ethics. Solid client relationships. The desire to make a seamless, low-friction transition to our team. A minimum of $50M in transferable client assets; this requirement is not negotiable.
Position Requirements and Responsibilities:
Track record of successful work experience for a minimum of five years. Minimum of $50 million of transferable AUM. Series 65/66 or the ability to acquire. Skills to develop, cultivate, and manage client relationships. Team player: Must collaborate with other members of the team. Excellent written and oral communication skills. Bachelors Degree required. MBA from a top school a plus. CFP highly desirable.
Current Benefits:
Medical, Dental, Vision, Retirement Plan
To submit a resume and cover letter for consideration, please click here.
