Paraplanner

Employer
Bartley Financial Advisors
Location
Bedford, New Hampshire
Salary
Salary commensurate with experience and credentials/Bonus pay with profit sharing
Closing date
Jul 10, 2022

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Job Role
Paraplanner
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary

Job Details

If you are passionate about helping people achieve their personal and financial goals this is where you start!

Bartley Financial is an established and growing, fee-only firm looking to grow our team to help serve our clients as we help them get clarity on what is most important/their life goals and relieve the stress of managing their finances. If you are changing careers or just starting out in the field of financial planning, we welcome you to apply. We will train the right candidate.

The culture at Bartley Financial is fast-paced and collaborative. We are just as passionate about improving our employees’ lives as we are our client’s lives. Quality of life is our primary focus; we offer a flexible working environment, external and internal coaching and mentoring to grow your career and personal life.

Responsibilities:

  • Actively learn and participate in all levels of planning: Retirement, Estate, Tax, Insurance/Risk Managment, Cash Flow, Investments and Education/other Goal Planning. Assist with developing recommendations in conjunction with our planners and lead advisor. Prepare for meetings, attend meetings with lead advisor, and complete post meeting or delegate post meeting tasks. Take part in securities trading and work with our portfolio management software. Maintain client relationships: interact via email, phone, Zoom and in person. Be involved in your local community, volunteer/give back

Benefits:

  • 401k with employer contribution. Profit Sharing Coaching/Mentorship. Competitive holiday/time off. Tuition, CPE, and licensing renewal reimbursement. Health, Disability and Life Insurance.

Education/Professional Designation:   

  • Have obtained, working toward, or interested in working toward the Paraplanner or Certified Financial Planner (CFP) designation

Ideal Candidate:

  • Must be competent with technology. Passion to help others to make a difference in their lives. Self-starter and gravitates towards continuous learning. Client service approach. Exceptional time management and organizational skills (we have the tools and can train!). Detail oriented and strong problem-solving skills. Personal integrity and commitment to excellence – we in-turn are committed to you! Strong verbal, written and listening skills. Thrives in a team environment. Adaptable/Flexible Positive attitude

 

Company

Bartley Financial Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. We have a presence in NH and MA. Our internal team is comprised of CPA's and CFP's however we have vetted professionals in the areas of Law, Insurance and Tax Planning who make up our external team, allowing us to serve our client's various financial needs.
Find Us
Telephone
603-625-9900
Location
169 South River Road
Suite 17
Bedford
NH
03110
US

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