Destava

Wealth Advisor, Portfolio Manager

Bartlett Wealth Management is hiring for Wealth Advisor, Portfolio Manager in Cincinnati, Ohio, United States. Senior level. First seen September 4, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Bartlett Wealth Management
Where
Cincinnati, Ohio, United States
Level
Senior
First seen
September 4, 2026
Listed via
Workable

What the posting says

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. - Deliver legendary client service with a profound degree of integrity and ethical standards. - Collaborate with the…

Read more and apply on Bartlett Wealth Management's site