Join Us

Growing your career

Who we are

At CWB Wealth Management, we’re hyperfocused on our clients and believe in simplifying our services to strengthen the client experience. As we continue to grow our personalized, high-touch approach, we’re seeking motivated and collaborative change-makers who crave diverse career paths. If you’re driven by growth, innovation, and creativity, this is a place where you can explore what it means to win as a team.

We believe in homegrown talent, where high integrity and a competitive edge foster careers that set people apart.

Life at CWB Wealth Management

As articulated by Matt Evans, President & 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!

Join a team where your purpose is to make a mark, have real impact and help grow the future.

If you’re looking for an employer who puts people first, provides opportunities to grow and contribute, and offers an incredible client experience, look no further - our culture is right for you! At CWB, you can be yourself and bring all your talents and passions to the table every day. Find out more about our award-winning values here.

Let’s get together

Check out our current opportunities here.

Don’t see what you’re looking for today? We’d still like 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, Katie Dutfield-Wilms would love to meet you.

1 Grow Together CWB Wealth Management, Sept 2021