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Wealth Advisor, Portfolio Manager
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Full-time
- Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.
- 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.
- Engage next generation beneficiaries to create lasting relationships and help educate them on the stewardship of family wealth.
- Discover and anticipate the needs, goals, and financial objectives of clients with active portfolio management.
- Be a strategic thinker, creative problem solver and competent decision maker.
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