Careers

Job Openings

• Associate Advisor 

  Join a collaborative advisor team where strong financial planning, thoughtful client service, and attention to detail come together to support meaningful client relationships. As an Associate Advisor, you will contribute to holistic, goals-based planning through client interaction, meeting preparation, financial analysis, and coordination across internal teams. This is an opportunity to deepen your planning expertise, broaden your client-facing experience, and grow within a firm committed to long-term relationships and high-quality advice.

• Senior Client Service Associate

  The Senior Client Service Associate (SCSA) plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth clients and advisor teams. This position oversees complex client service workflows, serves as a senior operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm.

  The SCSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction. 

• Wealth Advisor

  Build your career as a Wealth Advisor with the support, structure, and resources of an established firm behind you. This opportunity is designed for an experienced professional with strong relationship-building skills, business development potential, and the desire to grow a client base over time. You’ll work within a collaborative advisory environment while developing your own practice, deepening your planning expertise, and helping clients make confident financial decisions.

• Client Experience Specialist

  The Client Experience Specialist (CES) is a critical operations and client service role within the Bartholomew Governments & Institutions team. This position serves as a key point of coordination between clients, advisors, and internal teams, helping to ensure a seamless and consistently positive client experience across all touchpoints. The CES is responsible for supporting a wide range of client service and operational functions, including account administration, reporting, document management, and workflow coordination.

  In this role, attention to detail, responsiveness, and a commitment to service excellence are essential. The Client Experience Specialist helps ensure that client requests are handled accurately, efficiently, and in accordance with firm policies and procedures. By proactively managing operational processes and maintaining strong communication with clients and colleagues, the CES contributes to the delivery of exceptional service and strengthens long-term client relationships.