Join Our Team
JOIN OUR GROWING TEAM!
We are building a team of amazing people.
We have amazing clients we get to serve, and we’re building a team dedicated to long-term relationships, continually sharpening their skills, and that loves to give back. You could be a part of that.
Great Culture
We are all in this together, and we’re building a culture where work isn’t crazy, honesty and openness are valued, and we can focus on the important things in life.
Great Clients
You’ll work with great clients, as we help them get clarity on big life goals and achieve what’s important to them (and not stress about managing their money).
Great Pay And Benefits
Pay matters, and we offer competitive salaries and benefits to make sure you get both a fulfilling work experience and have what you need for a great career.
Open Positions On Our Team
Financial Planner
We’re looking for new Financial Planners to work closely with our senior advisors to deliver high-quality, comprehensive financial planning. If you want to gain hands-on experience across
cash-flow planning, tax strategy, retirement and education planning, estate considerations, and risk management, this role could be ideal for you! Click below to learn more and apply.
Paraplanner
If you’re passionate about helping people make confident, informed financial decisions
(and you’re looking for a team that invests in your growth ) this opportunity may be
the perfect fit. Click below to learn more and apply.
Bartley Financial Intern
If you have an interest in joining our team in a part-time capacity, start here! Whether you’re still in school, or want to explore if the world of finance is the right career for you, we are always looking for fresh perspective and balanced skills on our team.Click below to tell us more about your background, why you’re interested in finance, and submit your resume. Apply today!