Become a Team Member

Careers

For more information on current positions please contact us by phone 888-461-3900 or email at emailus@bwfa.com


Administrative Assistant

Handle Administrative duties including: answering phones, greeting clients and writing and editing correspondences Handle Daily Office Operations Support Director, Client Services with Quarterly Billing/Filing/Faxing Coordinate preparation of mailings, and various special projects Handle account maintenance (opening new accounts, address changes, etc.) Support Managers and Portfolio Managers (prep for meetings, reporting, scheduling) Manage BWFA Social Media Sites Minimum Qualifications Education: HIgh School Diploma Experience: 3-5 years Skills: Strong attention … Continue reading


Client Associate

  Handle Administrative duties including: answering phones, greeting clients and writing/editing correspondence Handle Daily Office Operations Support Operations Manager with Quarterly Billing/Filing/Faxing Coordinate preparation of mailings, and various special projects Handle account maintenance (opening new accounts, address changes, etc.) Support Managers and Portfolio Managers (prep for meetings, reporting, scheduling) Manage BWFA Social Media Sites Assist with trading Minimum Qualifications Education: Bachelor’s Degree Experience: 1-2 years … Continue reading


Chartered Financial Analyst Position

The Securities Analyst will select and monitor a diversified list of U.S. stocks, foreign stocks, bonds and funds appropriate for our investments models.  Analyst will report to the Chief Investment Officer and present recommendations to the BWFA Investment Committee.  Our approach to security selection is primarily bottom up analysis of companies in selected industries.  Economic factors are important, but secondary. Minimum Qualifications: Chartered Financial Analyst … Continue reading


Marketing Assistant

The Marketing Assistant will assist in all aspects of Marketing Department operations, including support, development and distribution of marketing and sales materials.  This candidate should have strong proper grammar usage, proofreading abilities, be detail and deadline oriented and a team player, along with being creative and pro-active. Responsibilities: Assist with preparation of marketing and presentation materials Assist with organizing client seminar and events Assist Operations … Continue reading


Experienced Financial Advisor

BWFA advisors/portfolio managers are responsible for considering a client’s financial goals, financial situation, income needs, and tax circumstances.  They also evaluate the client’s investment risk tolerance.  Based on these factors, the advisor designs, constructs, and implements an investment portfolio appropriate to the client’s circumstances.  The investments selected for the client’s portfolio conform to the BWFA investment model chosen by the client in consultation with his/her … Continue reading


Financial Planner

As a Financial Planner you will develop and prepare comprehensive Pre-Retirement, Retirement, and Estate plans. You will assist in the data gathering, data input, and document preparation for financial plans, financial plan reviews, and financial planning projects. Such projects may include: review of client investment accounts and tax returns, and financial planning projects requested by clients.   Requirements: Excellent written and verbal communication skills, as … Continue reading


Tax Manager

Responsibilities Work with the tax department to prepare and review tax returns Provide timely, high quality customer service Recognize and identify opportunities to increase level and types of services to clients Handle client tax questions, and work with clients to collect necessary information for tax return completion and compliance Minimum Qualifications Education: Bachelor’s Degree in Accounting or related field Experience: 3+ years in Public Accounting … Continue reading