Comprehensive Wealth Management is looking for new team members! We are searching for friendly personalities who possess the following values:
Account and Data Administrator - We are looking for a friendly and detailed-oriented personality to act as a liaison between our clients, advisors, planners, and firm custodians, to maintain and reconcile our account database, and prepare client paperwork and reports. 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 and custodians, gently reminding them to complete action steps or tasks, but will also steadfastly defend and trouble-shoot issues that may arise in regards to clients’ accounts
At CWM we value our team members and we value balance, work ethic, joy, success, and personal growth for everyone who enters our doors. The ideal candidate is looking for mutual commitment and long-term employment with a great team and great clientele.
If you are interested in being a part of the CWM team, please attach your resume AND cover letter by clicking "Submit" below.