Hybrid Senior Wealth Advisor & Portfolio Manager
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Bartlett & Co. seeks an experienced wealth advisor to maintain high-net-worth client relationships and deliver investment management and wealth planning solutions.
The role collaborates with the Financial Planning team and develops new business over time in a client-centered, team-oriented environment. The ideal candidate has 10+ years in wealth management, CFA/ CFP preferred, and strong integrity, communication, and technology skills.
We would love to welcome a new Hybrid Senior Wealth Advisor & Portfolio Manager to our organisation in Cincinnati, OH, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cincinnati, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
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