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).
Chief Compliance Officer
The Chief Compliance Officer is an essential part of the BT Wealth Management team. This person is charged with maintain BTWM’s compliance program and interacting with various aspects of the business to ensure compliance with applicable laws and regulations, support of client facing personnel and the mission, vision and values of BTWM.
Executive Assistant and Receptionist
The successful Executive Assistant and Receptionist candidate will have the ability to manage multiple responsibilities in a small team environment, a strong attention to detail, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.
Senior Operations Manager
The Senior Operations Manager reports to the Chief Operating Officer and is an essential part of the BTWM team. This person is charged with managing the portfolio management system 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.
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