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.
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.