Associate Planner

Employer
Bartley Financial Advisors
Location
Bedford, New Hampshire In-Office, Remote Work, Hybrid
Salary
Salary commensurate with experience and credentials/Bonus pay with profit sharing
Closing date
Aug 20, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Job Details

Associate Planner

Fee-Only RIA Firm Southern NH, Northern MA

If you despise the Wall Street “book of business” mentality and 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 for an A-team financial professional to 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.

Our ideal candidate is someone who thrives in a team environment, has proven customer service and relationship management skills and is ready to dig in to assist in all aspects of the financial planning process.

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 participate in all levels of planning: Retirement, Estate, Tax, Insurance/Risk Managment, Cash Flow, Investments and Education/other Goal Planning.
  • Assess client’s financial situation, analyze results, and assist with developing recommendations in conjunction with the 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 Insurance
  • Disability Insurance
  • Life Insurance
  • Flexible remote/in-office - based on distance/needs

Education/Professional Designation: 

  • Have obtained, working toward, or interested in working toward a Certified Financial Planner (CFP) designation
  • Bachelor’s degree or higher  

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 with strong analytical and 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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