Wealth Advisor, Portfolio Manager
Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always. Bartlett manages over $9 billion in assets and has offices in Cincinnati, Chicago, and Louisville, with a total of 83 employees.
This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.
Position Responsibilities:
Provide top quality client service.
- Deliver legendary client service with a profound degree of integrity and ethical standards.
- Build strong new client relationships and establish relationships with current clients served by another Bartlett advisor in preparation for transition of primary advisors over time.
- Engage next generation beneficiaries to create lasting relationships and help educate them on the stewardship of family wealth.
- Discuss strategies with clients to ensure current strategies are relevant and continuing to meet their needs, goals, and objectives.
- Collaborate with the Financial Planning team to offer extensive options and solutions for clients.
- Communicate and proactively engage with clients regarding their portfolio status and progress.
- Develop and maintain good relationships with client’s other professional advisors (i.e., accountants, lawyers, etc.).
Management of client investments.
- Discover and anticipate the needs, goals, and financial objectives of clients with active portfolio management.
- Pursue and implement investment strategies that best meet client’s needs, goals, and objectives.
- Manage and monitor portfolios to ensure adherence to strategies.
- Participate in and support the investment strategy process of the firm.
Develop additional revenue producing business.
- Leverage local centers of influence to develop and expand referral networks.
- Collaborate with advisors and others in the firm, external sources, and centers of influence to identify and cultivate new business opportunities with revenue growth potential in the short and long run.
- Establish a presence in the community and become a Bartlett Ambassador.
The ideal associate will have:
- Bachelor’s Degree in Finance or related field.
- CFA strongly desired; will also consider the CFP, an advanced industry-related degree, and/or equivalent relevant work experience.
- 10+ years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients.
- Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm’s strategy on investments within the context of an overall wealth management plan.
- Strong investment knowledge and considerable experience working with individual securities and funds.
- A strong work ethic and commitment to success and growth of the firm.
- The ability to work successfully in an entrepreneurial environment.
- A high degree of integrity and ethics, both personally and professionally.
- The ability to be a self-starter and to work independently and collaboratively as part of a team and with a wide array of people.
- Excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction.
- The ability to be a strategic thinker, creative problem solver and competent decision maker.
- A sense of urgency with a strong attention to detail.
- Excellent oral and written communication and presentation skills.
- The ability to be articulate, have a professional demeanor, and present a good image.
- Strong aptitude and proficiency in technology solutions, including but not limited to Microsoft Office applications, portfolio management software, etc., and the ability to adapt to new office technology.
- An awareness and understanding of compliance issues within the investment industry.
What we offer:
- A Top Workplace winning culture built on teamwork, integrity, and diligence.
- Engaging and collaborative work environment.
- Opportunity for professional growth and development.
- A hybrid work schedule.
- Competitive salary and eligibility for annual firm profitability/individual performance incentive.
- Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts, pet insurance, and the items listed below.
- 401(k) plan with match and profit-sharing contribution.
- Generous paid time off.
- Paid parental and medical leave.
Bartlett Wealth Management is an Equal Opportunity Employer.
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Are you ready to take your wealth management career to the next level? As a Wealth Advisor, Portfolio Manager at Bartlett, you'll be part of a collaborative team that prioritizes legendary client service and ethical standards. At Bartlett, we manage over $9 billion in assets and strive to provide tailored investment management and financial planning solutions for our clients, primarily high-net-worth individuals and families. Your role will focus on nurturing existing client relationships while developing new business opportunities. You'll engage with the next generation of beneficiaries, ensuring they inherit not just wealth, but also the knowledge necessary to manage it responsibly. Communication is key; you will work closely with clients to align their investment strategies with their evolving goals. Collaborating with financial planning experts, you'll offer an extensive range of solutions designed to impact clients’ financial futures positively. With your extensive experience—ideally 10+ years in client-facing roles—and knowledge of investment strategies, you’ll help manage and monitor client portfolios while actively pursuing new business through community engagement and professional networking. At Bartlett, we offer a vibrant workplace culture built on teamwork and integrity, along with competitive salaries and comprehensive benefits. If you're a self-starter with a passion for the wealth management sector, this is your chance to shine and make a real difference in people's lives. Join us in creating lasting client relationships and helping clients achieve their financial dreams.
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