Career Opportunities

See available positions below

CWM team members are proactive, engaged and completely invested in our clients’ success. We work hard to deliver the absolute highest level of client service.

Importantly, we’re equally invested in our team members. We enjoy working together. We foster an environment that encourages professional and personal growth, from offering one-on-one professional coaching to our annual team retreat. As a result, we foster long tenures and we’re proud of it.

Why work for CWM? Here are a few highlights of our benefits and culture:

  • A workplace built on trust and transparency
  • Weekly lunch hour Yoga sessions
  • Annual team-building and goal-setting retreats
  • Regular team happy hours
  • Employee coaching
  • Holiday and anniversary celebrations
  • Ongoing collaborative sessions with management
  • Competitive market-based salaries
  • 401(k) with a generous company match
  • Profit-sharing
  • Health care benefits (100% employer paid) with HSA program
  • …and much more

Available Positions


SERVICE ADVISOR

As a CWM Service Advisor, you will be in an entry-level client relationship management position that provides technical support for the Lead Advisor, Financial Advisor, and/or Registered Investment Advisor. Responsibilities include data gathering and research, preparing client reports, maintaining contact with clients to provide or obtain updated information, and troubleshooting problems. You will participate in client meetings but not in an advice or decision-making capacity. You will help support client relationships in a professional and personable way, and act as a liaison between clients, advisors, account administrators or other support staff, and firm custodians. (Please note that position titles vary among firms and may also be known as Support Advisor, Junior Advisor, or Para-Planner.) Click here to learn more.

To Apply

If you’re interested in applying for a role at our firm, please click a job title to submit your resume and application.





    Join Our Team

    Are you interested in working at CWM? An ideal candidate is looking for mutual commitment and long-term employment with a great team and clientele. Please apply to the positions above or, for general inquiries, click the link below to submit a resume and cover letter for consideration.