Hybrid Senior Wealth Advisor & Portfolio Manager
Bartlett & Co.
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-Ljbffr Bartlett & Co.
Vacancy posted 2 days ago
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