Hybrid Wealth Advisor & Portfolio Strategist

Bartlett Wealth Management; Cincinnati (OH); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary

401(k) plan with match

Comprehensive benefits

Job summary

Bartlett Wealth Management is seeking an experienced advisor to maintain relationships with high-net-worth clients and deliver investment management and wealth planning services. You will also develop new business by leveraging professional networks and community presence.

The role emphasizes integrity, collaboration with planning teams, and proactive client engagement to ensure strategies meet clients’ goals. A hybrid work setup is offered along with competitive compensation.

Qualifications

• Bachelor’s Degree in Finance or related field is required.
• CFA strongly desired; CFP or equivalent considered.
• 10+ years of client-facing experience in wealth management preferred.
• Strong knowledge of investments and wealth planning concepts.
• Proven ability to develop and maintain client relationships with high-net-worth individuals.

Responsibilities

• Provide top quality client service with integrity and professional standards.
• Collaborate with planning teams to offer comprehensive investment solutions.
• Discuss strategies to ensure current plans meet client goals and needs.
• Engage with clients about portfolio status and performance.
• Develop new client relationships and transition relationships as needed.
• Grow the client base by leveraging centers of influence and community presence.
• Support investment strategy processes and portfolio monitoring.

Skills

Client relationships

Communication

Strategic thinking

Teamwork

Ethics

Education

Bachelor’s Degree in Finance

CFA strongly desired; CFP considered

Tools

Portfolio management software

MS Office

Job description

Bartlett Wealth Management is seeking an experienced advisor to maintain relationships with high-net-worth clients and deliver investment management and wealth planning services. You will also develop new business by leveraging professional networks and community presence.

The role emphasizes integrity, collaboration with planning teams, and proactive client engagement to ensure strategies meet clients’ goals. A hybrid work setup is offered along with competitive compensation.