Careers

    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 emailus@bwfa.com


    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… Read More


    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… Read More


    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… Read More