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Bartlett Wealth Management

Company Overview


Bartlett Wealth Management has been serving individuals, families, and businesses with top-notch financial services. Our team is comprised of highly skilled professionals who are dedicated to helping our clients achieve their financial goals and secure their financial future.

At Bartlett, we understand that every individual and family has unique goals and financial situations. That's why we take a personalized approach to wealth management, tailoring our strategies and recommendations to fit your specific needs. We believe that by building a strong and trusting relationship with our clients, we can provide the best possible financial guidance and support.

We also understand that life is full of changes and transitions, and these can have a significant impact on your financial plans. That's why we are committed to being there for our clients every step of the way, whether you are planning for retirement, selling a business, or preparing for your children's financial future.

Our team is highly knowledgeable and constantly staying up-to-date on the latest market trends and technologies. This allows us to anticipate and adapt to changes in the market, ensuring that our clients' investments are always well-managed and positioned for growth.

We are also proud to uphold a strong code of ethics and uncompromising integrity in all that we do. Our clients' trust is incredibly important to us, and we strive to maintain it by always putting their best interests first.

At Bartlett Wealth Management, we believe that your well-being is our bottom line. Our goal is to help you achieve financial success and peace of mind, so you can focus on enjoying life and creating a lasting legacy for your family. Let us be your trusted partner on your journey towards financial security.

Industry: Financial Services
Headquarter: Cincinnati, OH, USA 45202
Company size: 51-200 Employees
Established Year: 1898

Career opportunities at Bartlett Wealth Management

Director of External Manager Research
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Bartlett Wealth Management
  0 - 0 yrs   Cincinnati, OH, USA
Keyskills : Microsoft Office , Data Analysis , Sales , Accounts , Logistics , Alternative Investment , Analysis , Articulate , Asset Allocation , Assets Under Management , Attention to Detail , Awareness , Commitment , Communication , Compliance , Comprehensive , Consistent , Continuous Monitoring , Demeanor , Development , Diligence , Disability Insurance , Due Diligence , Ethics , External Marketing , Finance , Guidance , Implementation , Insurance , Interpersonal Skills , Management , Management Plan , Marketing , Marketing Materials , Oral and Written Communication , Portfolio Management , Presentation , Professional Growth , Profitability , Public Speaking , Reporting , Research , Research Process , Sales Process , Selection Process , Sense of Urgency , Strategy , Tactical , Teamwork , Trading , Willing To Travel , Work Ethic , Work Independently , Written Communication
Designation: N/A
Job Description: The Director of External Manager Research leads our research process to identify, evaluate, and select external investment managers to be implemented in Bartlett client portfolios. This is an inaugural position at Bartlett. This role focuses on our Bartlett…
$ 0 - $ 0
Full Time
August 29, 2025
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Client Relationship Associate
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Bartlett Wealth Management
  5 - 7 yrs   Cincinnati, OH, USA
Keyskills : Accounts , Attention to Detail , Business English , Business Growth , Compliance , Comprehensive , Demonstrated Ability , Development , Financial Services , Insurance , Investment Management , Life Insurance , Management , Merging , Onboarding , Professional Development , Profit Sharing , Team Player , Work Independently , Workflow
Designation: N/A
Job Description: This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. The ide…
$ 0 - $ 0
Full Time
August 28, 2025
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Investment Operations Associate
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Bartlett Wealth Management
  2 - 3 yrs   Cincinnati, OH, USA
Keyskills : Microsoft Office , Accounting , Business Intelligence , Accounts , Analysis , Attention to Detail , Business Administration , Commitment , Communication , Comprehensive , Content Management , Development , Diligence , Disability Insurance , Finance , Financial Planning , Financial Services , Initiative , Insurance , Intelligence , Investment Management , Judgement , Maintenance , Management , Passionate , Portfolio Analysis , Portfolio Management , Professional Growth , Profitability , Reporting , Respectful , Teamwork
Designation: N/A
Job Description: Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 84 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bar…
$ 0 - $ 0
Full Time
February 18, 2025
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Finance Manager
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Bartlett Wealth Management
  5 - 6 yrs   Cincinnati, OH, USA
Keyskills : Project Management , Accounting , Budgeting , Business Intelligence , Data Analysis , Accounts , MS Office , Analysis , Articulate , Attention to Detail , Audit , Business Administration , Communication , Compliance , Comprehensive , Contract Management , Demeanor , Development , Diligence , Disability Insurance , Ethics , Filing , Finance , Financial Data , Financial leadership , Financial Management , Financial Management Software , Financial Modeling , Financial Performance , Financial Reporting , Financial Services , Financial Statements , Forecasting , General Ledger , Implementation , Insight , Insurance , Intelligence , Interpersonal Skills , Leadership , Management , Management Practices , Management Reporting , Operating Budget , Oral and Written Communication , Policies and Procedures , Presentation , Professional Growth , Professional Services , Profit and Loss , Profitability , Reporting , Software Implementation , SOX Compliance , Strategic Insights , Tax Reporting , Tax Returns , Teamwork , Timeliness , Written Communication
Designation: N/A
Job Description: The Finance Manager will work closely with the CFO and Controller to implement and manage all financial-related activities for the firm. Responsibilities include conducting accurate data analysis and providing recommendations and insights to the CFO; develo…
$ 0 - $ 0
Full Time
January 28, 2025
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Associate Equity Research Analyst
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Bartlett Wealth Management
  0 - 0 yrs   Cincinnati, OH, USA
Keyskills : Architecture , Microsoft Office , Accounting , Accounts , Adobe Acrobat , Alternative Investment , Asset Allocation , Commitment , Communication , Comprehensive , Critical Thinking , Development , Diligence , Disability Insurance , Economics , FactSet , Finance , Insurance , Investment Management , Management , Performance Reporting , Professional Growth , Profitability , Reporting , Research , Research Process , Risk Monitoring , Teamwork , Verbal Communication , Written and Verbal Communication
Designation: N/A
Job Description: The Associate Equity Research Analyst is primarily responsible for conducting in-depth research and providing insights to support investment recommendations. Working alongside the Senior Analysts this person will be given specific sector and company coverag…
$ 0 - $ 0
Full Time
January 24, 2025
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