Uncompromising integrity and a relentless focus on our clients' needs

Who we are

Our culture of fierce client-centricity means that we hold ourselves to professional standards and support each other through purposeful collaboration and mentorship across our firm. We're hungry for learning and for growth. As we aim to exceed client expectations through a deeply personalized, high-touch approach, we’re seeking motivated and collaborative change-makers who crave diverse career paths. If you’re driven by growth, innovation, integrity, and creativity, this is a place where you can have real impact, grow the future, and explore what it means to succeed as a united team.

Life at CWB Wealth

As articulated by Matt Evans, our CEO, we’re on a path to create “a stronger private wealth organization with a national footprint, backed by the strength, focus, and enterprising spirit of CWB Financial Group.”¹ Our practice is driven by a commitment to providing thoughtful advice, sound planning, and professional investment management customized to the needs of our client families.

This philosophy for client care touches each team member, and our senior leaders are always ready to roll up their sleeves and jump in where needed. In the years ahead, transformation, growth, and continuous improvement will be the cornerstones to our success. We’d love to have you join us on our journey. If you’re looking for a company who puts people first, provides opportunities to grow and contribute, and offers an incredible employee and client experience, look no further – our culture is right for you!

^{1 Grow Together CWB Wealth Management, Sept 2021}

Let's grow together!

Check out our current opportunities here.

Don’t see what you’re looking for today? We’d still love to meet you. We’re always looking for diverse, creative, and action-oriented talent. You may have already built yourself a great career, but as we like to say here at CWB, better is always possible.

Reach out and say hello! Our Recruiter, Annie Ishmael, would love to meet you.

The values that drive us forward

People first

Caring people are the key to our success. We work as a team and support one another to help our clients. We always treat each other with respect and have the courage to be candid.

Relationships get results

Clients choose CWB for the best experience. We build relationships proactively, with intention and consistency. Our results depend on it.

Embrace the new

Change is everywhere. We seek out new ideas and are committed to continuous learning. We know that better is always possible.

The how matters

How we do things is as important as what we do. We take ownership, and move with urgency and efficiency. We always act with integrity, and balance risk and reward.

Inclusion has power

Diverse teams unleash new ideas and perspectives. We are aware of our own biases. We are proud of who we are, and we are allies for those around us.