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Financial Planner

Bartley Financial Advisors
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Job Title: Financial Planner
Location: Bedford, NH (Hybrid Flexibility Available)
Job Type: Full-Time
Experience Level: 0-3 Years

 

About Us:
We are an established and growing Fee-Only Registered Investment Advisor (RIA) firm with a passion for helping clients navigate the complexities of personal finance. With offices in Bedford, NH and Andover, MA. The culture at Bartley Financial is fast-paced and collaborative. We are just as passionate about improving our employees’ lives as we are our clients’ 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. 

We are looking to add a collaborative planning associate who is passionate about helping others, our clients. We provide a career grid, tailored to your skills and desires, to assist you in the growth of your career with us.

Position Overview:
As a planning associate you will work closely with senior advisors and clients to deliver comprehensive solutions. You will have the opportunity to develop your expertise in all areas of planning including cash flow, tax planning, retirement and education planning, estate planning, risk management, etc. The ideal candidate will have a positive attitude, a passion for helping others, and a strong desire to develop their skills in a client-focused, team-oriented setting. If you're a self-motivated individual with a geeky side for numbers, this is the perfect opportunity for you.

Key Responsibilities:

  • Collaborate with the team and clients to provide and execute financial planning services including; cash flow, retirement, tax and estate planning, insurance analysis, and investment management for our clients with the following responsibilities:
    • Prepare the client’s financial plan on the industry leading Right Capital software.
    • Implement the client’s plan by executing various tasks to keep them on track.
    • Monitor and execute client’s investment allocations held at Fidelity, Schwab, 401k’s and 529’s in the industry leading Advyzon software, based on the firm’s time-tested investment approach.
    • Annualize a client’s paystub to ascertain if their tax withholding is sufficient and if they are contributing the right amount to their 401k.
    • Create a tax planning projection to avoid any client surprises on April 15th using the industry leading Holistiplan tax planning software. 

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • 0-3 years of experience in financial planning or a related field (internships, entry-level positions, or relevant coursework are fine). We will provide training.
  • Interest in investments is a plus.
  • A positive attitude with a strong focus on teamwork and client service.
  • Strong analytical and problem-solving skills, with a “geeky” enthusiasm for financial details and data.
  • Strong communication and interpersonal skills (we work as a team for our clients and each other; we all have to be team players!).
  • Series 65 license, we will compensate and sponsor. 
  • Willingness to pursuit CFP or FPQP credential.

Why Join Us:

  • Competitive salary with opportunities for growth and advancement.
  • 401k with employer contribution and profit sharing
  • Generous holiday/time off.
  • Health, Life and Disability Insurance
  • Work in a collaborative, supportive, and positive team environment.
  • Access to continuous learning and professional development with reimbursement (including license renewal fees).
  • Ability to work with a diverse group of clients and provide meaningful impact in their financial lives.
  • Hybrid flexibility and work-life balance.

Our Ideal Candidate:

  • A proactive self-starter who thrives in a team environment.
  • Someone who enjoys being part of a collaborative, forward-thinking firm.
  • A positive personality who loves helping others, but also has an analytical, data-driven side.
  • An individual who is enthusiastic about growing their financial planning career, with a genuine interest in learning about comprehensive wealth management.
  • Personal integrity and commitment to excellence – we in-turn are committed to you!

 

If you’re ready to take the next step in your financial planning career and are looking for a firm that values collaboration, growth, and exceptional client service, we’d love to hear from you!