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 firstname.lastname@example.org. BT Wealth Management is an Equal Opportunity Employer (EOE).
Executive Assistant and Receptionist
BT Wealth Management is seeking a qualified individual to serve as Executive Assistant and Receptionist. This person is an essential part of the BT Wealth Management team and is charged with taking care of all BTWM guests and ensuring everyone receives a first-class experience, whether in the office or on the phone.
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
Private Fund Administrator
The Private Fund Administrator reports to the Chief Operating Officer and Director of Research and is an essential part of the BTWM team. This person is charged with overseeing the accounting and administration of private funds and interacting with various aspects of the business to ensure operational efficiency, compliance with applicable laws and regulations, support of client facing personnel and the mission, vision and values of BTWM.