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We provide Fee-Only Financial Planning and Investment Management services to families in our community. 

If you are interested in a position below, please email info@thebedminstergroup.comindicate which position you are applying for, and include a copy of the contents of your resume in the body of the email.

Client Relationship Manager

Provide financial planning and investment guidance to our clients. Co-present financial planning tips in local workshops. Manage written communications, phone calls, and in-person meetings with clients.

Logistics: Full time, salaried, 401k Match, Health Care Plan, 3+ weeks paid time off and 10 national holidays, 3 days a week in office with at-home work possibility.

Executive Assistant

Draft written client communications, gather and post marketing content, assist in planning workshops, attend and annotate client meetings, greet clients in office and more.

Logistics: Full time, salaried, 401k Match, Health Care Plan, 10 days paid time off and NYSE  holidays, In office position with opportunity for hybrid. 

Compensation Range Dependent on Skills and Experience:



Assist in financial plan preparation, investment report preparation, client meeting attendance and annotation, investment research, business operations tasks and more.

Logistics: Part-time, 1099, by semester with potential for a multiple-semester position and opportunity to apply to full time position, work in BG office with hours flexing around education class times.

Compensation Range Dependent on Skills and Experience:


Minimum Requirements for all positions:

  • English speaking
  • Available for work in BG’s office
  • Tech literate in Microsoft and Google
  • Comfortable with PC-based computers with dual monitors
  • Type 40+ Words per Minute
  • Team-player
  • Customer Centric
  • Positive Attitude
  • Quick Learner
  • Attention to Detail