5 jobs found

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees.  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. 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...

Bartlett Wealth Management is seeking an Investment Associate to join our team. The person in this position will have a significant opportunity to learn and grow within the firm and gain cross functional knowledge in investment management, portfolio management, trading, and other crucial building blocks of wealth management. The role is responsible for supporting multiple Wealth Advisors helping to serve the ever-evolving needs of their clients and will focus on investment management projects and trading across client portfolios. Core Responsibilities: Support the investment analysis and management of client accounts. Implement investment strategy changes and modeling target strategies for client accounts in Bartlett’s trading system. Help Advisors manage investments in client portfolios by developing and creating trades. Conduct research on investment solutions including equities, fixed income, mutual funds, exchange traded funds and alternative investments....

The Institutional Associate is responsible for preparing critical client meeting materials, building customized presentations, and sourcing data for in-house research and analysis. The Institutional Associate will partner with advisors to understand the needs of clients and prospective clients, build presentations to articulate investment solutions, and be involved in client engagement. While the role will focus on institutional clients, there will be overlap with wealth management work for private clients. The Institutional Associate will gain cross-functional knowledge of investment research, portfolio management, marketing, compliance, and other crucial building blocks of investment management. The role provides a significant opportunity for growth within the firm over time with multiple career paths. Position Responsibilities: Client Reporting Maintain and update all institutional client reporting materials for the firm. Regularly distribute Bartlett’s strategy...

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 $8 billion in assets and has offices in three cities, with a total of 78 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...

InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, complex family trusts, local governments, and 401(k) plans. At InTrack, we help our clients navigate change and stay on course to achieve their long-term goals with consulting, investment management, and financial planning. Our mission is to help them build and sustain wealth while being an ever-present, trusted resource. We are currently expanding our client base and have an excellent opportunity for an individual to join our firm as a Wealth Manager/Portfolio Manager. In this role, you will work closely with our client families and get to know them, then decide the best investment plan based on income, cash requirements, attitude toward risk, expected time horizon and return expectations of the investments and market conditions. You will have a chance to grow with our firm as well as contribute to the decision-making process and business strategy. Opportunity is...