Hybrid Senior Wealth Advisor & Portfolio Manager
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-09-09
Listing for:
Bartlett & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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