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
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!
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.