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 410-461-3900 or email at [email protected]
Associate Financial Planner
As an Associate Financial Planner, you will work closely with Sr. Financial Planners and Sr. Relationship Managers to develop customized financial plans, monitor client progress, and provide ongoing support. This position involves assisting in client meetings,…
Internship Program
The internship program at BWFA seeks to provide all interns with the opportunity to have an active experience in the financial service industry. This program enables our interns the ability to feel prepared to pursue careers in their desired fields of interest….
Client Service Associate
As a Client Service Associate, your role is to enhance the client experience by servicing clients and providing operational and administrative support to BWFA staff. You will interface with clients and prospective clients, anticipate their needs, resolve their…
Marketing Assistant
The Marketing Assistant will assist in all aspects of Marketing Department operations, including support, development and distribution of marketing materials including social media and our website. This candidate should have strong proofreading abilities, be detail…
Senior Client Associate
As a Senior Client Service Associate, your role is to enhance the client experience by servicing clients and providing operational and administrative support to BWFA staff. You will interface with clients and prospective clients, anticipate their needs, resolve their…
Sr. Operations Specialist
The Operations Specialist performs a variety of operational and administrative duties within an assigned area of Operations, to include investment management, financial planning, tax advisory, business services and general firm management. The position entails heavy…
Senior Tax Advisor
As a Senior Tax Advisor, you will work closely with the BWFA tax team to deliver comprehensive tax planning to our clients. This role involves preparing and reviewing individual tax returns and supporting clients with year-round tax guidance. You will also assist in…
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,…
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….