BSW seeks motivated and outstanding candidates who aspire to careers with a nationally-recognized multi-family office and wealth advisory firm that is growing quickly, independently-owned, and Built To Last. BSW staff members gain exposure to the unique strategic and planning challenges faced by affluent families, as well as investments across a wide range of public and private asset classes. We actively develop and support our professionals’ education and development via the CFA and CFP curriculums.
Position 1: Portfolio Manager
This job exists to provide: 1. Optimal and strategic management of BSW client portfolios, including direct portfolio management responsibilities. 2. Investment advice, insight, and guidance to BSW clients. 3. Analytical and quantitative support to the BSW Investment Group.
Position 2: Associate Advisor
This job exists to: 1. Provide analytical and quantitative support to the firm’s Advisory Group, including: a. Creation and maintenance of Financial Plans, Investment Proposals, and Investment Policy Statements (IPS) that take into account: i. Client financial goals and objectives. ii. Client assets and liabilities. iii. Client cash flow needs. iv. Tax considerations. b. Assist Advisors & Senior Advisors with client tax planning, including creation of Realized Gain / Loss Reports, Income Reports, and Schedule K-1. c. Evaluate client insurance coverage, needs, and available options.
2. Help make it a pleasure for clients to work with the firm.
Position 1: Portfolio Manager (1 opening)
Education: - Undergraduate degree, appropriate advanced degrees valued, but not required. - The Chartered Financial Analyst (CFA) designation is required of Investment-track professionals. Current CFA status is a plus. Candidates without a CFA will be expected to pursue the credential – for which BSW provides funding and support. Work Experience: - Experience in finance, investments, and planning preferred, but not required. - Outstanding references from previous and/or current employers. Essential Skills & Abilities: Strong attention to detail, self-motivation, discipline and organizational skills. - High integrity and professional discretion. - Outstanding interpersonal, speaking, and written communication skills. - Strong proficiency in Microsoft Excel.- Knowledge of, and interest in, personal financial issues – the ability to really "get" what we do on behalf of our client families
Position 2: Associate Advisor (2 openings)
Education: - Undergraduate degree, appropriate advanced degrees valued, but not required. - The Certified Financial Planner (CFP) designation is required of Advisory-track professionals. Current CFP status is a plus. Candidates without a CFP will be expected to pursue the credential – for which BSW provides funding and support. Work Experience: - Experience in finance, investments, and planning preferred, but not required. - Outstanding references from previous and/or current employers. Essential Skills & Abilities: - Strong attention to detail, self-motivation, discipline and organizational skills. - High integrity and professional discretion. - Outstanding interpersonal, speaking, and written communication skills. - Strong proficiency in Microsoft Excel. - Knowledge of, and interest in, personal financial issues – the ability to really “get” what we do on behalf of our client families.
How to apply:
Interested candidates may send their CV and a cover letter to BSW (info below). In your cover letter, please address the following questions: - In your own words (20 or less), describe what you think BSW does. - What are the top three reasons you are the right person for BSW? - Why are you interested in the wealth advisory industry? What aspects? Do you possess any relevant experience? - Which position are you most interested and why? Please direct inquiries to firstname.lastname@example.org (please no calls).
BSW Wealth Partners (www.bsw.com) Makes Life Better for our clients, staff and community. We are independent, family wealth advisors managing more than $850 million that provide strategic planning and sophisticated investment management, serving a national and international clientele from offices in Boulder and Denver. • Strategic Planning areas include tax planning, financial security analyses, t...rust and estate planning, wealth transfer, etc.• Investment Management areas include domestic and international equities, fixed income, commodities, foreign currencies, direct real estate, non-traditional strategies, venture capital, and private equity.
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.