We create an environment where the best can thrive, while maintaining highest quality standards with professionalism and integrity.

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Our people mean

At ClearPlan, we've created an environment where you are not only encouraged to be the best, but given all the tools and support necessary to make it a reality.

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ClearPlan knows that having balance in your life leads to happiness. We offer manageable workloads with accommodating schedules to allow for flexibility when it is needed. We understand that life changes, we strive to meet you where you are in your life by supporting your personal changes and goals.

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We strive for excellence and have a lot of fun too. There is always an opportunity to engage with your fellow ClearPlanners through our many competitions (Fantasy Football, Photo Challenges, and Fitness Challenges) and of course our family friendly regional events like baseball games, and dinners held throughout the year. We also hold all company meetings where we mix business, pleasure and a healthy dose of competition twice a year at incredible locations like the San Diego, Coronado...Did we mention you can bring a plus one?

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Career development

There is always an opportunity for development at ClearPlan. We make sure our employees have training, mentoring, and exposure to interesting and new work that will put you on a career path that best fits your goals. Our deep and diverse team of planners mean you are always just a phone call away from the best and brightest in the business … what a great way to learn and improve your craft.

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Military Differential Pay

We support our ClearPlanners that serve in the U.S. uniformed services by accommodating their temporary military duty-related absences from work by providing Differential Pay. This is just a small token of our appreciation for serving our country.

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We are only successful when you succeed which is why we make sure you are supported by a very large mentor group. Our senior planners love teaching and guiding our employees. We put in a lot of effort when placing our employees to ensure they in opportunities that allow for the employee to be mentored and for the employee to also be a mentor.

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Our ClearPlanners love to show their ClearPlan Pride! When you work at ClearPlan, you will never need to shop outside of the ClearPlan store. We provide a vast array of very cool ClearPlan apparel and gear that you will be proud to wear … and not just a couple of inexpensive golf shirts. Think Northface, Columbia, Cutter and Buck, Titleist, RTIC, Mophie and more … oh and did we mention, it’s at no cost to you!

Did we mention
we have a lot of fun 🥳?

It's hard to be the best in the industry without a little downtime to refresh and refuel. We're always looking for an excuse to celebrate, and our team deserves it.