Join a Culture of Surpassing Expectations

Explore New Opportunities

You want a culture that encourages you to share your experiences, learn from others, and continuously expand your skills.  You worked hard at everything you did in the past and you are no stranger to a challenge—in fact, it’s a requirement.  You want your contributions to make a real impact and you expect to be rewarded fairly.  You deserve the flexibility of a professional environment that allows you to be successful at work and in your personal life.  You seek an opportunity to cultivate a career that will make you proud.

“If this describes you, I personally want to encourage you to consider CWF Group as you explore career opportunities.  We have and continue to build a company based on principles of hard work, energy, and a commitment to deliver a great client and Advisor experience.  We need your help to continue pushing the boundaries of what it means to deliver an exceptional client and Advisor experience.”

 

Are you a satisfied Financial Advisor?

A quick checklist to help you determine if you are getting value from your current company.

Career Benefits

CWF Group is home to successful Financial Advisors like you who seized the opportunity to join a fast-paced company comprised of people who share your passion for learning, working hard, and having fun.  We hire experienced, seasoned professionals and help them quickly add value and insights to their clients’ businesses.

Put Your Knowledge to Work

As an experienced Financial Advisor, you will immediately engage with clients and contribute to key projects while working side by side with our team to tackle real client challenges.  You will be encouraged to actively contribute to the strategy and direction of our company, and there are many opportunities to get involved, make a difference, and be rewarded.

What We Look For in Financial Advisor Candidates

If you embody the following characteristics and want to work with others like you, then CWF Group could be the right fit for your career.

• Passion for exceptional client service
• Collaboration with team members and clients
• Interest and skill in people development
• Commitment to giving back to the community
• Interest in business development and corporate strategic growth
• Commitment to continuous learning

Personalized Attention and Collaboration

At CWF Group, you will receive personalized attention through our mentoring program, weekly training, team meetings, and more.  Incentives are given at all levels to promote experience sharing and teaming across prospecting areas.  CWF Group also encourages certifications that align with employees’ backgrounds and interests.  The majority of our Advisors have additional qualifications such as Certified Financial Planner (CFP) certification, Certified Investment Manager (CIM) and Chartered Financial Analyst (CFA).

“CWF Group presents numerous career opportunities to its Financial Advisors.  The projects require multiple skill sets and open the door for all types of backgrounds.  CWF Group often matches young professionals with seasoned veterans as a type of mentoring program.  Nothing is more valuable than experience.”

CWF Group Benefits/Offerings

• Competitive compensation structure, supported by a pay-for-performance philosophy
• Educational, training, and certification assistance programs
• Mentorship program
• Comprehensive product selection
• Exceptional back-office services
• Leading edge technology
• Advanced casework
• Customized brochure service
• Employee referral bonus program
• Rewards and recognition program
• Service award program
• More recognition programs (dinners, small gifts, thank you notes, trips, etc.)

 

Join Us Now!

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