Financeware, Inc., founded in 1999, is changing the future of financial advice with its innovative Wealthcare advisory process. We are currently hiring for the following positions:

PORTFOLIO MANAGER

JOB SUMMARY: Position is more operational in nature, involving placing managed client accounts in ETF portfolios tied into client's ongoing financial planning process. Working with legacy client securities, short-term known client cash flows in typically multiple account households is part of the portfolio manager decision making, but the primary decision making expertise involves security placement in various client accounts within the household based on the tax status of accounts and the target portfolio in a manner that reduces the likelihood of excess trades and those related costs and maximizes after-tax returns.

REQUIREMENTS: Prior industry experience is a plus, but not a requirement as is a familiarity with various types of investment securities. Prior experience with portfolio accounting and trading systems are highly valued, and more specifically Portfolio Center and Tamarac hands on experience. Ideal candidate has great attention to detail, solid math and Excel skills. We work in a team environment where skill flexibility and aptitude to cross-train with other areas of firm is highly valued. College degree strongly preferred.

ADMINISTRATIVE ASSISTANT

JOB SUMMARY: Financeware Inc. dba Wealthcare Capital Management is seeking an Administrative Assistant to perform a range of tasks in our Richmond, VA office.

Responsibilities include but are not limited to:

• General office management and administrative support to around 25 associates
• Maintaining physical and electronic files of company and client records
• Maintaining inventory of office supplies
• Organizing and planning various events including in-office meetings, monthly employee events, and conferences
• Making travel arrangements
• Periodic client correspondence mailings and some client correspondence creation
• Covering main office phone line and directing calls
• Proofing and editing client correspondence, PowerPoint presentations and sales material as well as industry articles written by the company's CEO, CFO and other Executive officers

Skills/Qualities:

• Ability to adapt to changing assignments, prioritize responsibilities and remain flexible when priorities change
• Superior organizational and problem resolution skills
• Excellent written and verbal communication skills
• Ability to manage multiple tasks and successfully meet deadlines, sometimes under short time constraints
• Proficient computer skills including Microsoft Office
• Proofing and editing skills
• Superior attention to detail

Employees of Financeware, Inc. enjoy competitive salaries and benefits while working in a dynamic and entrepreneurial atmosphere. If you are interested in either of these positions please send a cover letter and resume with salary requirements and references to careers@wealthcarecapital.com or fax to 804-644-4759. Please reference this ad in the subject line of your email.

Financeware, Inc. is an Equal Opportunity Employer and we encourage all qualified persons of any race, ethnicity, gender, religion, and age to apply for positions.