Associate Planner

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