Broker Check

Career Opportunities

Current Financial Advisors, please visit “Join CWM” 



We are continuing to bring on new industry Advisors with $5.0M plus in AUM as well as seasoned Advisors with $50M AUM plus.  Reach out to us at:  Advisors

Summer Internships

We are not accepting applications for Summer 2020 internships in Wealth Management and Investment Banking at this time.  Please check back.


Please submit all resumes to


Other Postings:

Client Service Associate/ Client Associate:     

What you’ll do:

 We are looking for people with a passion for helping clients. You will be responsible for:

  • Receiving checks and or Financial Planning, check disbursements and new account processing
  • Proactively uncovering additional business development opportunities
  • Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation
  • Marketing assistance

Our Client Relationship Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to work at a firm that truly values your contributions, consider a career at Constant Wealth Management.


What you have:

We place a premium on high performance, quality service and the ability to execute the CWM strategy. Essential skills include:

  • Minimum 12 months in a client service industry
  • Basic understanding of brokerage regulations and rules that govern client accounts
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Outstanding written and oral communication skills
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Must be able to develop and maintain good cross enterprise working relationships

 Education, Licenses, and Designations

  • Bachelor's degree or equivalent work related experience
  • Familiarity and knowledge of Schwab Institutional, eMoney and Envestnet platforms a plus
  • A valid and active Series 7 license is required (may be obtained within a 180 day condition of employment)
  • A valid and active Series 63 license is required (may be obtained within a 180 day condition of employment)
  • Notary preferred 

Constant Wealth Management, LLC. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.


Please submit all resumes to with "CSA" in the Subject Line


Please continue to check back for future opportunities.