Career Opportunities
CCWM is interested in speaking with experienced relationship managers and investment advisors. You should have a professional designation such as CFP, CFA, JD, and/or CLU and have assets under management that are based on or can be converted to a fee-only RIA platform.
For more information, please e-mail David Bruckman, JD, MS Tax, at dbruckman@citrincooperman.com.