Wealth Planning Associate

Bartholomew & Co.; Worcester (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bartholomew & Company seeks an Associate Advisor to support Wealth Advisors in client meetings, data gathering, and financial planning analyses. This full-time role offers mentorship toward licensure and career progression within the Private Wealth division.

Based in Worcester, MA or Framingham, MA, the position emphasizes building client relationships, managing planning activities, and contributing to business development while expanding technical expertise over time.

Qualifications

• Strong written and verbal communication, organization, attention to detail, and follow-through.
• Bachelor's degree in any field of study.
• 0-5 years of financial services and/or advisory experience; internship or academic experience in financial services preferred.
• FINRA SIE, Series 7, and Series 66 must be obtained within the timeframe specified; licensure sponsored by Bartholomew & Company.
• Demonstrated academic achievement and a strong interest in financial planning, investment management, and wealth management.

Responsibilities

• Support client relationships, meeting preparation and follow-up, financial planning activities, investment-related needs, and business development initiatives.
• Assist licensed Wealth Advisor(s) with client meeting preparation, presentation materials, meeting agendas, and follow-up activities.
• Gather and organize client financial data in support of financial planning development and ongoing client reviews.
• Respond to routine client inquiries under supervision and direction of a licensed wealth advisor.
• Develop familiarity with client relationships and service standards to assume increasing client-facing responsibility over time.

Skills

Communication

Attention to detail

Initiative

Professionalism

Education

Bachelor's degree

Tools

WealthBox

ClientWorks

RightCapital

Holistiplan

Microsoft Office 365

Job description

Bartholomew & Company seeks an Associate Advisor to support Wealth Advisors in client meetings, data gathering, and financial planning analyses. This full-time role offers mentorship toward licensure and career progression within the Private Wealth division.

Based in Worcester, MA or Framingham, MA, the position emphasizes building client relationships, managing planning activities, and contributing to business development while expanding technical expertise over time.