Become a Financial Paraplanner in Bedford, NH or Andover, MA
17474
page-template-default,page,page-id-17474,page-child,parent-pageid-17482,ajax_fade,page_not_loaded,,qode-theme-ver-13.4,qode-theme-bridge,wpb-js-composer js-comp-ver-5.1.1,vc_responsive
 

Paraplanner Job Opening

Job Title
Paraplanner

Reports To
Financial Advisor

Location
Bedford, NH/Andover, MA

Apply Now

  • Do you have an interest in personal finance?
  • Do you like working with numbers?
  • Do you enjoy educating yourself and others?
  • Do you find fulfillment in helping people?

Overview

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?

Specific Responsibilities

  • 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.

Qualifications

  • 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)
  • Paid training
  • Flexible schedule
  • Tuition reimbursement
  • Profit sharing
  • Paid time off
  • Significant opportunity for advancement
  • Ability to work remotely if desired
  • Competitive salary
  • Mentorship and coaching

 

Apply Now