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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.
Management of client investments.
Develop additional revenue producing business.
Requirements
Position Qualifications:
The ideal associate will:
Position Requirements:
Benefits
We offer:
#LI-Hybrid
#LI-KM1
Full Time
$56k-83k (estimate)
05/03/2024
05/16/2024
bartlett1898.com
CHICAGO, IL
50 - 100
1898
Private
WILLIAM GOLDSTEIN
$10M - $50M
Bartlett is a wealth management firm that provides investment advisory and financial planning services for individuals and businesses.