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

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Current Opportunities

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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.



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