Financeware is powering the future of financial advising through the work of a motivated team of dedicated financial services professionals. We are currently hiring for the following positions:

SUPPORT SPECIALIST

JOB SUMMARY: We are seeking qualified individuals with the ability to communicate our unique financial planning process (Wealthcare) both over the phone and in person to clients with varying levels of financial advising experience as part of our Wealthcare Support team.

DUTIES INCLUDE: Answer high volume of calls regarding the Wealthcare process and the technology supported by the process, supporting advisors via web based demonstrations, provide outstanding client service and training to new and existing clients, and provide technology testing and quality assurance feedback to product development.

REQUIREMENTS: Minimum of 3 years experience in the financial services industry or related customer support positions. Bachelors degree, preferred in Finance or Economics with understanding of investment strategies, tax issues and modern portfolio theory. Preferred designations and/or securities licenses: CFP, CIMA, CFA, Series 6, 7, 65. Candidate must be willing to get Series 65 license within 30 days of being hired. Must also have proficiency with using Microsoft Windows operating systems, Microsoft Office applications and Internet Explorer.

Employees of Financeware, Inc. enjoy competitive salaries and benefits while working in a dynamic and entrepreneurial atmosphere. If you are interested in this position please send a 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.