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.

• Client Service Associate

  The Client Service Associate (CSA) 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 CSA 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.