Are you interested in a rewarding financial career?
BWFA is always looking for professionals who have the drive to grow and prosper within our wealth management firm. At BWFA, you’ll have the opportunity to consistently grow and learn. Additionally, we’re a family-oriented group of individuals who believe strongly in being fair, flexible, and driven.
At BWFA, you’ll find tremendous room for both personal and professional growth. If you’re interested in working with us, browse through the open positions below to learn more about what we do and decide whether you think BWFA would be a good fit for your career aspirations.
For more information on current positions, please contact us by phone at 888-461-3900 or email at email@example.com
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… Read More
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… Read More
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.)… Read More
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… Read More
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… Read More
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… Read More