Careers

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 lallegra@btwealthllc.com. BT Wealth Management is an Equal Opportunity Employer (EOE).

Open Opportunities

Financial Planner

The Financial Planner is an essential part of the BTWM team. As part of our team, our financial planners identify and deliver clients planning needs through a comprehensive approach to their total wealth, life goals, and objectives. The position requires strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn.

Click here to apply


Portfolio Administrator

The Portfolio Trading Manager is an essential part of the BTWM team. As part of our team, the Portfolio Trading Manager will oversee all trading and rebalancing for the firm. Also must be willing to assist in other areas including reporting, problem solving and analysis. The position requires strong analytical, attention to detail, written and verbal communication skills, an energetic and positive attitude, and in depth knowledge of the iRebal system.

Click here to apply