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. There is significant room for advancement. You get to choose your career path. You can build your skills to become a planner, build to a para-planner extraordinaire! or hybrid. We are looking for “A” players that are eager to learn and have a passion for helping others.
Will you be our next team member?
You will work with our team to effectively uncover our client’s needs and goals around money.
You will work with our team to help our 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! As well as your own personal finances
A bachelor’s degree
Coursework in finance, accounting or equivalent is helpful, though not required
Good 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)