Join Our Team
More than any other qualification, we are looking for people who fundamentally believe in what we do - those who inherently live our values.
Our Core Values
Client Portfolio Manager
At CWB McLean & Partners, we are looking for someone who has an obsessive passion for client care, relationship building, and providing counsel to high-net- worth clients on a wide range of wealth management and investment situations. We have a collaborative approach (“team of teams”) to serving our clients, which offers our client peace of mind and confidence knowing that an entire team is behind their portfolio – not just a single advisor. Proactive service and customized communication are critical and fundamental to our overall client-service model.