Career Opportunities

Comprehensive Wealth Management is looking for new team members! We are searching for friendly personalities who possess the following values:

  • Proactivity and ingenuity; never being satisfied
  • Hard work, continuous self-improvement, and individual productivity; We do what it takes to get the job done 
  • The highest level of client service, advocacy, and stewardship
  • Corporate social responsibility; We are good human beings and responsible citizens of the world
  • Real; We are genuine people who genuinely care
Current Openings:

Account Administrator - We are looking for a friendly and detailed-oriented personality to act as a liaison between our clients, advisors, planners, and firm custodians. If people describe your organizational tendencies as “anal”, paired with a good sense of humor, you may be an ideal candidate for this role. We’d prefer someone with a minimum of 1-2 years’ experience in financial services and/or customer service. The person in this role will often act as a key accountability partner for clients, gently reminding them to complete action steps or tasks, but will also steadfastly defend and trouble-shoot issues that may arise in regards to client’s accounts. 

The ideal candidate is looking for mutual commitment and long-term employment with a great team and great clientele.

If you’re interested in being a part of the CWM team, please submit your resume AND cover letter.


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Appointment Request

We offer complimentary 90-minute no-pressure consultation with a CWM Financial Advisor. Let’s explore your goals, and create a road map to realize your financial dreams.

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