Wealth Management Specialist, Sr. jobs in Louisville, KY

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.

• 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.).

Management of client investments.

• 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.

Develop additional revenue producing business.

• 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.