Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for over 125 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior client service.
While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation.
In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm.
We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm.
We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.
At Bartlett, we let our values guide our work. For over 125 years, we have served clients by listening generously to their needs and creating comfort within our process.
We offer:
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.
Bartlett manages over $10.25 billion in assets and has offices in three cities, with a total of 88 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...
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