At Comprehensive Wealth Management (CWM), we serve thoughtful investors in every stage of life with a white-glove, client-first approach, emphasizing hospitality and a seamless experience. Through intentional investing and personalized strategies, our ultimate goal is to help our clients achieve their definition of what it means to live richly.
The culture at CWM emphasizes collaboration at every level of client service. We are not in competition with one another – we are united in our goal of giving clients the best experience possible.
Our culture also values balance, work ethic, joy, success, and personal growth for everyone on our small team. The ideal candidate is looking for mutual commitment and a place to put down long-term roots.
As a Financial Advisor at CWM, you will serve and retain existing client relationships and contribute to firm growth—attracting new clients, cultivating your network and eliciting referrals. Over time you may also help recruit, coach, develop and supervise other members of the account management team.
Are you an experienced advisor looking for a collaborative team environment with strong support? (Also known as Advisor, Relationship Manager, Service Advisor, Wealth Manager)