Wealth Management Advisor
2 days ago
Bartlett Wealth Management is a leading wealth management firm with a strong presence in the industry. Our team of experienced professionals is dedicated to providing exceptional service to our clients.
Job Summary:We are seeking a highly skilled and motivated Wealth Advisor, Portfolio Manager to join our team. The successful candidate will be responsible for managing client relationships, developing and implementing investment strategies, and providing exceptional service to our clients.
Key Responsibilities:- Manage client relationships and develop investment strategies to meet client goals and objectives.
- Provide exceptional service to clients, including regular portfolio reviews and updates.
- Collaborate with the Financial Planning team to offer comprehensive wealth management solutions.
- Develop and maintain strong relationships with clients, their families, and other professional advisors.
- Stay up-to-date with industry trends and developments to ensure the firm remains competitive.
- Bachelor's degree in Finance or related field.
- CFA or CFP certification strongly desired.
- 2-8 years of experience in wealth management, preferably with an RIA/wealth management firm.
- Strong knowledge of investments, financial planning, and wealth management principles.
- Excellent communication and interpersonal skills.
- Competitive salary and bonus structure.
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- 401(k) plan with match and profit-sharing contribution.
- Generous paid time off policy.
- Paid parental and medical leave.
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Wealth Management Advisor
2 days ago
Union, Kentucky, United States Bartlett Wealth Management Full timeJob Title: Wealth Advisor, Portfolio ManagerBartlett Wealth Management is a leading wealth management firm with a strong presence in the industry. Our team of experienced professionals is dedicated to providing exceptional service to our clients.Job SummaryWe are seeking a highly skilled and motivated Wealth Advisor, Portfolio Manager to join our team. The...
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Wealth Management Advisor
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Accounting & Finance Manager
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