Interested in taking your

career to the next level?

Use your strengths and talents to help clients move toward their financial goals!

Thank you for your interest in joining BWM.


If you are interested in affiliating with an Independent Financial Planning Firm which has the expertise of working with Strategic Alliance Partners (CPA, Attorney’s, etc) and in Retirement Distribution Planning (buckets), then we welcome your knowledge at BWM.

We are currently hiring Financial Planners that want to take their practice to the next level and want to strengthen their ability to work alongside other Strategic Partners and/or increase their expertise in Retirement Distribution Planning. 

Our ideal candidates should have a fiduciary mindset and be credentialed.  Other qualities of an ideal candidate include, but are not limited to, commitment to becoming a comprehensive financial planner, be detailed oriented, as well as openness to follow BWM’s work ethic, desire to grow and dedicate success to both our clients and our Team.

If you are interested, please email or call our office at 774-420-7575.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary) 

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