Financial Planner

Bartley Financial

Bedford (NH)

Hybrid

USD 70,000 - 110,000

Full time

10 days ago

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Job summary

Bartley Financial is seeking a Financial Planner to join our Bedford, NH team in a hybrid capacity. You will work with senior advisors to provide comprehensive financial planning covering cash-flow, tax strategy, retirement, education planning, estate considerations, and risk management.

This role is ideal for a curious, analytical, detail-oriented candidate who wants hands-on growth in the financial planning field within a collaborative environment.

Job description

INTERESTED IN JOING OUR TEAM AS A FINANCIAL PLANNER?

Financial Planner (Hybrid — Bedford, NH)
Location: Bedford, NH (Hybrid; must reside within 30 minutes of the office)
Job Type: Full-time (Part-time or flexible parent friendly hours available for the right candidate)

About Us
We are an established and growing Bedford, NH fee only Registered Investment Advisor (RIA) dedicated to helping clients navigate complex financial decisions with clarity and confidence. Our firm fosters a collaborative, growth-oriented, and supportive culture. We invest in our team through flexibility, coaching, and meaningful career development opportunities.

Position Overview
As a Financial Planner, you will work closely with our senior advisors to deliver high- quality, comprehensive financial planning. You will gain hands-on experience across cash-flow planning, tax strategy, retirement and education planning, estate considerations, and risk management. This role is ideal for someone who is curious, analytical, detail-oriented, and eager to continue to grow in the financial planning profession.

What are some of the qualifications, abilities, and strengths that will help you succeed in this position?

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