Getting Started

If you would like to learn more or speak with a member of our team about working with us, please email [email protected] or call our offices to speak with one of our Senior Client Advisors.

Headquarters | Boston Area
230 3rd Ave Fl 6, Waltham, MA  02451, 781-314-1300
Directions to our Boston area headquarters

Ballentine Partners| North
PO Box 1860 | Wolfeboro, NH  03894, 603-569-1717

Ballentine Partners| South
3801 PGA Blvd, Ste 810, Palm Beach Gardens, FL  33410, 561-508-4500
Directions to our Florida Office

Careers

If you are seeking a career in wealth advising, please visit our Career Portal. To succeed at Ballentine Partners, you need integrity, high emotional intelligence, attention to accuracy, and excellent problem-solving, communication, and project management skills.  Prior experience in private wealth management or a related field is a plus, but not essential.

Senior members of the firm come from diverse professional backgrounds, including investment management, corporate strategy consulting, corporate finance, family business experience, and public accounting.

The primary career paths within our company are: (1) investment analysis and management, and (2) financial planning and wealth management.

To learn more about how we create career paths, please see the article Pipeline to Empowerment. To view our current openings and apply please visit our Career Portal.

Did you hear about us at the CFP Board Diversity Summit?
We’re so glad you’re here! Meet our ambassadors in this video and feel free to reach out to any of them to learn more about what it’s really like to work at our firm. And, if you’d like to see our open positions and apply to join our team, please visit our Career Portal.

Please see Important Disclosures at end of video.

Investment Offerings

We are always interested in reviewing information on investment offerings to determine if they are appropriate for our clients. If you would like us to learn more about your firm or offerings, please send information by email at [email protected] to our investment team.