BT Wealth Management is always seeking talented and motivated individuals to join our growing team of professionals.
If you’d like to learn more about joining our team, contact Lorrie Allegra at email@example.com. BT Wealth Management is an Equal Opportunity Employer (EOE).
BT Wealth Management is seeking a Wealth Advisor to drive business results by developing, managing, and expanding client relationships through referrals and new business development activities to provide comprehensive investment management and financial planning services to high net worth individuals and families
BT Family Office Analyst
BT Family Office is a newly formed Multi-Family office business. BT Family Office offers a robust suite of services that help solve the complex and nuanced needs of ultra-high net worth families and individuals. This is inclusive of Investment Review, Oversight and Reporting, Family Governance/Structure, Risk Management, Philanthropy, Integrated Tax Planning, Record keeping and Lifestyle Management. Our consultative offering is delivered in a highly customizable, objective, private and practical manner.