Are you a CFP looking to work for an independent firm?
Do you have interest in financial planning?
Do you enjoy educating yourself and others?
Are you exceptional at building relationships with clients?
At Bartley Financial Advisors (BFA) you’ll enjoy a high degree of collaboration. We improve clients' lives in a tangible way. Not by selling but by listening and anticipating our client’s needs, providing the best possible recommendations in areas such as; cash management, estate planning, insurance/risk management, investment planning, retirement planning and tax planning.
Our experienced team works directly with business owners, healthcare providers and high net worth individuals.
Our preference is to fill a full-time position, but we will entertain a part time applicant who is the right fit.
As our client list continues to expand, we are excited to bring on and mentor our next financial planner.
Will you be our next team member?
You will learn to effectively uncover your client’s needs and goals around money.
You will help your clients make smart choices about their money, so they can accomplish their goals/what is MOST important to them.
You will learn to determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a game plan for your client.
You will work with advisors including; attorneys, accountants, insurance professionals to fully understand clients' financial goals and circumstances.
You gotta be good with numbers! and your own personal finances
A bachelor's degree
Coursework in finance, accounting and/or economics is helpful, though not required
Strong ability to analyze financial data and collaborate with the team to provide financial advice
Exceptional communicator on the phone, in email and in meetings
Strong organizational skills, detail oriented and ability to manage deadlines
More About Bartley Financial Advisors
We are a progressive, full-service wealth management firm with offices in Bedford, NH & Andover, MA
We are proud to guide our clients every step of the way, so they can live the life that they want without the worry of money
We listen to our clients and each other
We help our clients crystallize what’s most important to them by defining their vision and goals
We are proud to offer:
Competitive base salary commensurate with experience
Comprehensive benefits package including health, disability & life insurance; 401(k)
Paid time off
Significant opportunity for advancement
Ability to work remotely if desired
Mentorship and coaching
Bartley Financial Advisors is an Equal Opportunity Employer.
Telecommuting is allowed.
Additional Salary Information: Competitive base salary commensurate with experience.
About Bartley Financial Advisors
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.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.