Careers that reflect our values.
The KWB Wealth core values evolved from a team vision focused on attracting and serving clients committed to living life brighter through big picture planning. If you see yourself in our values, please reach out! We’re always exploring new opportunities for growth through talented teamwork.
A matter of a person’s word. You are whole and complete when you honor your word. This means doing what you say you’re going to do and doing it on time. Integrity is essential to our organization because it cultivates trust, creates workability, and is necessary for maximum performance.
Take initiative. Lead with purpose and integrity, remain humble, be a master collaborator, support what needs to get done and those who are DOING it. An impactful leader supports team members in who they are today and who they are becoming, celebrates their accomplishments, and helps them be successful in their position and goals. The team’s success is a reflection of your success.
Quality relationships and coachable players are essential for long-term, quality growth. Deciding who and what we say “yes” to is driven by our expectation of integrity and what is correct for the team. We maintain high standards of performance and are committed to successful outcomes for all we work with. Our functionality begins with integrity, flows to workability, and from workability to performance.
We have experience, knowledge, high standards of performance, and an impartiality that makes doing business feel like good rapport. We meet people where they are and do not tolerate an attitude of “better than” from ourselves or those we choose to work with. Approachable professionalism requires us to be 100%, to be emotionally, mentally, and physically healthy, because we are at our best, and help others best, when we’ve built a solid foundation for ourselves.
Current career opportunities:
Client Service Assistant
Associate Wealth Manager