We are hiring talented individuals with experience in financial planning, investment advisory, estate planning, and trust and legal services. 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 with members of our affiliate organizations: Berkowitz Pollack Brant, one of the top-100 accounting firms in the country, and BayBridge, a group of real estate companies offering commercial real estate mortgage banking, real estate brokerage and residential lending services.

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 to colleagues. In-house specialties include 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 in developing 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.

For more information about available positions, please contact

Menu Title