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Career Opportunities

If you have a career opportunity you would like to post on this website, you can inquire at fpacva@gmail.com.


Overview of current listings posted for:

     

     JSW Financial:  Associate Financial Advisor  (new posting)

     JSW Financial:  Operations Associate  (position filled)

     Williamson, Rohr, Swartzwelder & Associates:  Senior Paraplanner / AFA

     C&F Investment Services:  Operations Manager

     CapGroup Advisors:  Portfolio Manager

     Zeiders Enterprises:  Personal Finanical Counselors

     PIEtech, Inc. (MoneyGuidePro):  Lead Trainer & Coach

                                               Financial Planning Support Team

     Atwill Financial Consulting Group (AFCG):  Investment Advisor Rep.

Scroll below for specific details of these career opportunities and for contact info.

 

JSW Financial

Busy Financial Planning Firm seeking an Associate Financial Advisor to support Senior Advisors in managing existing clients and growth of new client relationships. Associate Advisor will be expected to assist in various projects including portfolio reviews and preparing financial projections using tools such as, but not limited to Microsoft Office software suite and Third Party financial planning software. Thorough computer skills are essential. A basic knowledge of portfolio allocation, investment management, and general financial planning is expected. The Senior Advisors are available to provide mentoring and big picture direction, but Associate Advisor must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. An appreciation for the future of client service delivery via social media technology helpful. Opportunities for growth and advancement. Salary and incentive based compensation. Three month probationary period and 12 month training period.
Job Requirements:
• 4 year degree; CFP Board registered program preferred.
• Series 7, 66 or equivalent licenses. Willingness to obtain other licenses as needed.
• Organized, with a strong attention to detail.
• Strong verbal and written communication skills.
• Strong persuasive and interpersonal skills.
Financial planning software exposure and/or insurance licenses a plus.
Interested candidates should upload a resume and complete 2 aptitude tests at http://www.ondemandassessment.com/verify/apply/BeReqqB/ChwPTwbw
(cut and paste link into browser)
Qualified candidates will then be contacted for an interview.
Questions directed to:  Beth Ashe, Executive Assistant, JSW Financial

                                               betha@joelwilliams.com, 540-961-6706/888-553-2211

                                                                                              

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Williamson, Rohr, Swartzwelder & Associates

Senior paraplanner/AFA: 

Support the client base of high volume producer within one of the market group’s largest and most successful team practices

·       Lead practice in financial plan development and sales/service strategy

·       Potential supervisory responsibility

·       Great opportunity to learn and train for actual practice leadership including exposure to investment strategy, marketing and sales.

·       Salary + bonus and benefits package including 401k.

Job Requirements

1.     Fully licensed

2.     3-5+ years financial planning or financial services experience

3.     Team player with strong work ethic and exceptional client interaction skills

Please contact/forward resume to Jeff Rohr (804.273.1265 or Jeff.W.Rohr@ampf.com)

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C&F Investment Services, Inc.

802 Main Street, West Point, VA 23181, http://www.cffc.com/CF-Investment-Services.aspx

Position:  Operations Manager

Job Summary: Manages the daily workflow and operations of C&F Investment Services.

 
Essential Responsibilities:
Anticipates and resolves any client account issues or concerns
Performs account analysis, portfolio reviews, financial plans, and determination of cost basis of client holdings
Assists the president in the on-going service and maintenance of designated client accounts
As a registered representative, provides customer assistance with account maintenance, offers sound financial advice, and proper execution of client transaction requests
Assures client phone calls are answered as a standard practice
Ensures the firm is “audit ready” and consistently operates within compliance guidelines set forth by both C&F Bank Compliance and external controlling regulators such as FINRA and the compliance department of the firm’s broker/dealer
Responsible for the proper maintenance and oversight of all compliance files and records
Reviews all staff continuing education requirements on a quarterly basis and reports any deficiencies to the president
Responsible for monitoring and communicating all operational and compliance policy changes as directed by the firm’s broker/dealer
Reviews daily all previous day trades for issuing and tracking required client trade documentation
Supervises Administrative Assistant position(s) as required
Proactively identifies opportunities for cost containment as well as enhancing the operational efficiency of the daily workflow process
Submits all required operational reports on a timely basis
Profiles the existing client base by asset size and recommends strategies for maximizing penetration of each asset segment
Serves as the firm’s primary liaison with other C&F departments, broker/dealer support services, and vendors
Serves as the firm’s primary information technology officer for all technology upgrades, changes in broker/dealer technological offerings, and selection and implementation of new hardware and software applications
Prepares monthly commission payroll report
Maintains up-to-date knowledge of all investment products and services offered to clients
Fully embraces the importance of client “fair dealing and full disclosure” as a vital component of firm policy
 
Education/Work Experience
Three years of investment operations/administrative experience, financial advisor experience, or banking experience is required (or the attainment of recognized investment industry credentials)
Bachelor’s degree in business, including finance, marketing, or a related field, is strongly preferred
Candidate must become series 7 licensed within 90 days of hire; a professional designation is preferred, but not required
Previous supervisory experience preferred
A combination of experience and education will be considered
 
Skills
Excellent communication, problem-solving, and organizational skills are required
A demonstrated understanding of the securities industry or retail brokerage services is also required 
Candidate must be able to demonstrate strong computer proficiency, including excellent knowledge of Excel, Word, and Power Point; strong math skills are also required
Able to communicate effectively with people at all levels
Candidate must be able to multi-task job requirements simultaneously
Must possess a strong detail-orientation
  
How to apply:  Interested candidates are requested to apply directly via our Career Opportunities website, http://cffc.com/career-opportunities.aspx. If you have any questions, please contact Jill Garrison at 757-741-2200 or jgarrison@cffc.com.

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CapGroup Advisors

Position available:  Portfolio Manager

 CapGroup Advisors, LLC (www.thecapgroup.com), a regional investment advisory firm with specialized practices serving the asset management needs of high net worth families and institutional investors, is seeking a skilled Portfolio Manager to join our growing team of investment professionals.

 

Position Summary:

 

The Portfolio Manager (PM) works closely with the firm’s advisors, staff, and strategic partners to provide the highest level of investment advice, service, execution, and monitoring to our clients.  A collaborative, self-motivated leader, the PM is primarily responsible for;

 

·      Creation, execution, and oversight of individual and model portfolios

·      Researching, analyzing, and monitoring underlying investment selections/mangers

·      Communicating the firm’s investment philosophy to clients and effectively partnering with investment committee members/advisors to manage its implementation

·      Working closely with team members and clients to provide solutions and resolve issues 

Necessary Skills:

  • Broad understanding of investment management for high net-worth individuals and families, including asset allocation, taxes, and traditional/alternative asset classes
  • Demonstrated ability to manage a variety of roles, responsibilities, and situations
  • Aptitude to quickly learn and master trading/accounting platforms and systems
  • Excellent written and verbal communication skills – clear, concise, and organized
  • High level PC skills, particularly with data analysis and spreadsheet applications
  • Responsible self-starter, collaborative team player, possessing a positive attitude
  • History of exhibiting a high degree of professionalism, discretion, and judgment 

Additional Qualifications:

  • Bachelor’s degree (required) – Degree in Business, Finance or Mathematics (preferred)
  • 5+ years financial services experience (required), 10+ years (preferred)
  • CFA, CIMA, or CFP  designation (preferred)
  • Experience working for an RIA, investment manager, or broker-dealer (required)
  • Prior experience as a portfolio manager, financial/research analyst, or trader (preferred)

Salary & Benefits: 

We offer a competitive salary and benefits package, including medical and dental coverage, a retirement plan, paid time off, and disability & life insurance. 

To apply, please email your resume’ along with a cover letter to careers@thecapgroup.com


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Zeiders Enterprises

 

Zeiders Enterprises is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees.  This approach has earned client confidence and repeat business from satisfied customers. Headquartered in Woodbridge, VA, Zeiders has approximately 1000+ employees supporting clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service.


Personal Financial Counselors: to work with the military men, women and their families. The Personal Financial Counselors will support the Military and Family Life Counseling Program (MFLC) and will provide assistance to military service members (and their families) with personal financial readiness services. This includes providing personal and family financial counseling, planning, education, awareness information services, appropriate referrals, and assistance to applicable military families.

 

For more info contact:  Lindsay Carter, 703-496-9000 x2170, lcarter@zeiders.com

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PIEtech, Inc. (MoneyGuidePro)

 

1. Lead Trainer and Coach within Practice Management Group

Wanted:  Full-time professional who enjoys helping financial advisors achieve their business objectives.  As a lead trainer and coach within the Practice Management Group, you will train and coach financial advisors on how to effectively use MoneyGuidePro and provide them with practice management concepts to enable them to find sales opportunities, improve their performance, and achieve their business objectives.  Training and coaching will be conducted in-person and via web conferencing requiring knowledge of web-conferencing technologies and willingness to travel a third of your time.  In addition, this professional will have the opportunity to consult with firms that use MoneyGuidePro to help them to better understand how to drive adoption and utilization.  This role will require you to collaborate across the firm and will report to the Vice President of Practice Management.

Candidates must have strong verbal and written communication skills including public speaking/training experience.  Knowledge of the financial services and financial planning industry, experience developing and delivering financial plans and advice to clients, and a related industry degree or certification is strongly preferred. 

2. Financial Planning Support Team

As a member of the Financial Planning Support Team, you will answer, evaluate, prioritize, and respond to incoming phone, voice mail & email requests from financial advisors using MoneyGuidePro. In addition, Support Team members conduct live, web-based training sessions and work on various projects to improve the support and services we provide to advisors. 

 

Visit our Careers page at www.moneyguidepro.com/Careers  to learn more about employment opportunities at PIEtech.  Interested candidates should submit their resume with salary requirements to lleal@pietech.com

 

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Atwill Financial Consulting Group

Position:  Investment Advisor Representative

AFCG, a fee-only Registered Investment Advisor in Richmond, Virginia is currently seeking an established advisor to join our practice.  The ideal candidate would have at least three years of professional experience providing financial advice, strong analytical and interpersonal skills, as well as an advanced professional certification in financial services (CFP®, CFA, CPA/PFS, CIMA®, AAMS®).  Additionally, the candidate should have his or her Series 65/66 securities license, and no disciplinary or disclosure events.

About Our Firm  AFCG serves its clients in a fiduciary capacity, providing financial planning, investment management, and financial consulting services fully coordinated with each client's CPA, insurance professional, and estate planning attorney.  www.afcgllc.com

Please contact Charlie Atwill at catwill@afcgllc.com for additional information.

 


 

 

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