Contact
1100 Superior Ave. East
Suite 700
Cleveland, OH 44114
Overview
Company Type: Private
Number of Employees: 88
% of Young Professional Employees: 50%
How would you describe your culture?
There’s a popular line at Clearstead, “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Because employees own the majority of the firm, our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals. Through programs like EmpowHER, our women’s initiative, and our Diversity & Inclusion Council we foster an inclusive and diverse workforce. We believe these aspects of our culture are central to providing the best objective advice to our private and institutional clients.
How would you describe your mission and what you do?
Clearstead is an institutional and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves. Our firm is majority-owned by its employees, who tackle complex investment, financial, tax, and governance needs for our institutional and private clients.
- Health insurance
- Dental insurance
- Vision insurance
- Flexible schedule
- Paid family leave
- Office closed for holidays
- Mother’s room
- Remote work options
- Employee Stock Options
-
Retirement plan
-
Bonuses/raises
-
Sponsorship & mentoring
-
Paid time off
-
Fully-stocked kitchen
-
Employee resource groups (ERGs)
-
Diversity & inclusion resources and/or training
What types of positions do you typically hire young professionals for?
Clearstead considers talented and qualified young professionals for nearly all positions across the firm. We have recruited some great young professionals recently to serve as portfolio managers, performance analytics, research analysts, tax planning associates, and client service associates, among others.
What qualities do you look for in a candidate?
We typically seek candidates who have some prior experience in similar positions, strong organizational and leadership skills, excellent interpersonal and communication skills, the ability to manage multiple projects with high energy, a team player mentality, and a commitment to our company values of objectivity, steadfastness, inclusivity, and innovation.
Do you have an internship program?
No.
Do you have any internal Young Professional groups?
We encourage professional growth for employees – especially young professionals – and support efforts in obtaining professional, industry-relevant designations, encouraging community and Board service, organizing volunteer opportunities, and hosting and sharing networking events.
What types of employee training/development do you offer to help Young Professionals make an impact and grow?
We encourage professional growth for employees – especially young professionals – and support efforts in obtaining professional, industry-relevant designations, encouraging community and Board service, organizing volunteer opportunities, and hosting and sharing networking events.
How do you help your employees get involved in the community (i.e. volunteer program, service days, etc.)?
Beyond encouraging employees to seek community and Board service opportunities, we also occasionally organize volunteer or service days through Business Volunteers United (BVU) or our internal organizations and their charitable and volunteer efforts.
#engagecleveland
Terms of Use
Website created in 2023
made by Clever
