Many longstanding financial service firms may be facing bailouts and layoffs, but our financial services firm is looking to expand!
Are you interested in a career working with some of the industry’s brightest professionals? If you are a talented individual with experience in financial, investment advisory, banking, accounting, trusts and legal services, we would love to speak with you about an opportunity to join our team. To partner successfully with our professionals, you need a passion for the industry and enjoy working with entrepreneurs, professionals and retirees to create and implement comprehensive planning strategies that increase and protect their wealth.
What makes working at PWA unique?
- Ability to work closely with a top US accounting firm
- Increased opportunity to garner qualified introductions
- Access to experienced legal, financial and planning professionals and resources
- Attractive or above market payouts
- Sophisticated large-firm client base but a small-firm environment of flexibility and collegiality
Our collaborative culture: Our financial planners work closely together with members of our affiliate organizations: Berkowitz Dick Pollack & Brant, one of the largest certified public accounting and consulting firms in South Florida, and BayBridge, a group of real estate companies offering commercial real estate mortgage banking, real estate brokerage and residential lending services. This dynamic team environment offers our planners two special advantages:
1- The opportunity to work on engagements with top notch accountants and real estate professionals and
2- The opportunity to harvest the accounting and real estate clients
Our competitive payouts: We offer attractive, above market payouts. Our compensation and benefits programs give you every incentive to excel. By rewarding your individual achievements and team contribution, we sustain and enhance our entrepreneurial, performance-oriented culture.
Our team approach: Our financial planners are known for their talent, knowledge, creativity and initiative. Each planner brings a special strength to the process and serves as a resource for others in the Firm. In-house specialists include expertise in financial planning, investment analysis and consulting, retirement planning, insurance products and business succession options.
Our commitment to training: Our focus is on building lasting relationships rather than transactional sales. We assist all firm members to develop new skills to help shape their careers. We provide in house programs to enable them to meet their professional goals.
Our professionalism: You can be assured of a professional workplace of cooperation and accountability. Our atmosphere is warm, respectful and supportive.
If you fit this description and want to work with a dynamic group of consultants and clients, please submit your resume to careers@bdpb.com
