Bartlett And Co Dot Llc

Bartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies/markets, translating firm priorities into coordinated execution across marketing, business development, referrals, external professional partnerships, events, vendors, and di

Summary The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and c

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 teamwor

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 ideal associate will: Act as the primary point

The Client Relationship Associate (CRA) 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. Essential Functions: Act

The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, a