- Deliver legendary client service with a profound degree of integrity and ethical standards.
- Collaborate with the Financial Planning team to offer extensive options and solutions for clients.
- Discuss strategies with clients to ensure current strategies are relevant and continuing to meet their needs, goals, and objectives.
- Communicate and proactively engage with clients regarding their portfolio status and progress.
- Build strong new client relationships and establish relationships with current clients served by another Bartlett advisor in preparation for transition of primary advisors over time.
- Engage next generation beneficiaries to create lasting relationships and help educate them on the stewardship of family wealth.
- Develop and maintain good relationships with client's other professional advisors (i.e., accountants, lawyers, etc.).
- Discover and anticipate the needs, goals, and financial objectives of clients with active portfolio management.
- Pursue and implement investment strategies that best meet client's needs, goals, and objectives.
- Manage and monitor portfolios to insure adherence to strategies.
- Participate in and support the investment strategy process of the firm.
- Leverage local centers of influence to develop and expand referral networks.
- Collaborate with advisors and others in the firm, external sources, and centers of influence to identify and cultivate new business opportunities with revenue growth potential in the short and long run.
- Establish a presence in the community and become a Bartlett Ambassador.
- Have a strong work ethic and commitment to success and growth of the firm.
- Be able to work successfully in an entrepreneurial environment.
- Act with a high degree of integrity and ethics, both personally and professionally.
- Be a self-starter with the ability to work independently and collaboratively as part of a team and with a wide array of people.
- Have excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction.
- Be a strategic thinker, creative problem solver and competent decision maker.
- Have a sense of urgency with a strong attention to detail.
- Have excellent oral and written communication and presentation skills.
- Be articulate, have a professional demeanor, and present a good image.
- Have strong aptitude and proficiency in technology solutions, including but not limited to Microsoft Office applications, portfolio management software, etc., and the ability to adapt to new office technology.
- Have an awareness and understanding of compliance issues within the investment industry.
- Bachelor's Degree in Finance or related field.
- CFA strongly desired; will also consider the CFP, an advanced industry-related degree, and/or equivalent relevant work experience.
- 7 -10 years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients.
- Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm's strategy on investments within the context of an overall wealth management plan.
- Strong investment knowledge and considerable experience working with individual securities and funds.
- A Top Workplace winning culture built on teamwork, integrity, and diligence.
- A engaging work environment.
- An opportunity for professional growth and development.
- A hybrid work schedule.
- A competitive salary and eligibility for annual firm profitability/individual performance incentive.
- A comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
- A 401(k) plan with match and profit-sharing contribution.
- A generous paid time off policy.
- Paid parental and medical leave.
-
Associate Portfolio Manager
2 weeks ago
Invesco Louisville, United StatesAs one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehic ...
-
Senior Portfolio Manager
1 week ago
Fifth Third Louisville, United StatesActs independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions include investment management, client Portfolio Manager, Manager, P ...
-
Senior Portfolio Manager
2 weeks ago
Fifth Third Bank, N.A. Louisville, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION · Acts independently within established investment policy guidelines to develop, recomm ...
-
On-Premise Portfolio Manager
4 weeks ago
Suntory Global Spirits Louisville, United StatesAt Suntory Global Spirits, we craft spirits of the highest quality and deliver brilliant experiences to people around the world. Suntory Global Spirits has evolved into the world's third largest leading premium spirits company ... where each employee is treated like family and tr ...
-
Wealth Advisor, Portfolio Manager
3 weeks ago
Bartlett Wealth Management Louisville, United StatesJob Description · Job DescriptionBartlett 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 clien ...
-
Client Services Associate
4 weeks ago
Vaco Louisville, United States· Vaco has partnered with a company seeking a proactive and client-focused individual to join their dynamic team as a Client Services Associate in the wealth management industry. The Client Services Associate will play a pivotal role in ensuring exceptional service delivered to ...
-
Sr. R&D Engineer
4 weeks ago
Midea America Corp Louisville, United StatesJob Summary: · Midea America Corp., is one of the world's largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim h ...
-
Business Development Product Specialist
2 weeks ago
NFI Parts Inc Louisville, United StatesNFI PartsTM is North America's most comprehensive organization providing parts, technical publications, training, and support for buses and motor coaches. NFI Parts is the parts division of NFI Group, providing replacement parts for New Flyer transit buses, MCI motor coaches, ADL ...
-
Internal Communications
1 week ago
Sazerac Company Louisville, United States Full timeSazerac Company Overview: Build your career at Sazerac With almost 400 years of rich history, Sazerac Company has thrived as an independent, American family-owned company with operations in the United States and around the world. Since the 2000s, Sazerac has averaged double digit ...
-
Managing Director
1 week ago
Endeavor Midwest Louisville, United StatesThe Job: · Endeavor Midwest is seeking a top-caliber professional with 10+ years of experience in scaling businesses to manage the Endeavor Midwest office. This person must think big, be passionate about entrepreneurship and have the rigor to relentlessly pursue Endeavor's missi ...
-
Business Development Product Specialist
3 weeks ago
NFI Parts Inc Louisville, United StatesNFI PartsTM is North America's most comprehensive organization providing parts, technical publications, training, and support for buses and motor coaches. NFI Parts is the parts division of NFI Group, providing replacement parts for New Flyer transit buses, MCI motor coaches, ADL ...
-
bbg rm i
1 week ago
Fifth Third Bank Louisville, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for the business development, relationship management and client experien ...
-
Exhibit Designer
3 weeks ago
Deckel & Moneypenny Louisville, United StatesAs an Exhibit Designer at Deckel & Moneypenny, you'll be instrumental in bringing brands to life through immersive and captivating exhibits. From analyzing show floor plans to presenting finalized designs, you'll be involved in every step of the process. Your ability to conceptua ...
-
Sr. Manager
4 weeks ago
Resource Innovations Louisville, United StatesResource Innovations is seeking a Sr. Manager - Inflation Reduction Act to join our growing Advisory Services team in Louisville, CO or Remote. As an Advisory Services Sr. Manager - Inflation Reduction Act with Resource Innovations, you will be responsible for providing expertise ...
-
Associate Creative Director
3 weeks ago
Hawthorn Innovations Louisville, United StatesJob Role: Associate Creative Director · Location: Louisville Kentucky (Onsite) · Who we are : · Hawthorn Innovations is housed in a former bonded warehouse converted to office and production studio space in Downtown Louisville, our work in the world of Food and Beverage marketing ...
-
Lead Account Manager
3 weeks ago
Veolia Water Technologies & Solutions Louisville, United StatesAround the globe, we help cities and industries manage, optimize and make the most of their resources. We provide an array of solutions related to water, energy and materials to promote a cleaner more sustainable world for all of us. · The collective expertise and passion of our ...
-
Market Lead
1 week ago
ManpowerGroup Solutions Louisville, United StatesMarket Lead US-KY-LouisvilleWorker Location:On-Site Description The Market Lead is responsible for all aspects of the Manpower client experience, ensuring profitable growth of existing accounts and quality and continuous improvement of delivery processes. This role works closel ...
-
Business Development Manager
5 hours ago
Modine Louisville, United States Full timeAt Modine, we are engineering a cleaner, healthier world. Building on more than 100 years of excellence in thermal management, we provide trusted systems and solutions that improve air quality and conserve natural resources. More than 13,000 employees are at work in every corner ...
-
Midea America Corp Louisville, United StatesJob Summary: · Midea America Corp., is one of the world's largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim h ...
-
Construction Project Manager
4 days ago
NTS Development Company Louisville, United StatesPosition Summary: The Construction Project Manager is responsible for planning, overseeing, and executing all types of renovation, remodel, and tenant finish projects in our property portfolio. This role requires a strong understanding of construction, project management and the ...
Wealth Advisor, Portfolio Manager - Louisville, United States - Bartlett Wealth Management
Description
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.
Position Qualifications:
The ideal associate will:
We offer:
#LI-KM1