# Wealth Advisor, Portfolio Manager

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 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,

- **Id**: 2677326
- **Url**: <https://alion.io/job/bartlett-website-wealth-advisor-portfolio-manager>
- **Role**: Management
- **Role family**: Management
- **Employment type**: full_time
- **Work mode**: hybrid
- **Hiring geo confidence**: structured
- **Locations**: Cincinnati, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-09-03T00:00:00Z
- **Employer posted date**: 2026-09-03
- **Last verified at**: 2026-11-10T02:55:24Z
- **Board verified**: yes
- **Days open**: 68
- **Description format**: text
- **Description chars**: 4905
- **Description truncated**: no
- **Benefits**: Hybrid work
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors, Financial Services, Asset Management & Funds

## Company

- **Id**: 2124910
- **Name**: Bartlett Website
- **Domain**: bartlett1898.com
- **Url**: <https://alion.io/company/bartlett1898>
- **Size band**: 201-500
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: Workable

## Salary estimate

- **Min usd**: 62000
- **Max usd**: 144000
- **Period**: year
- **Method**: role_country_seniority_unknown
- **Sample n**: 13135

## Technologies

- **Microsoft Office** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 68

## Requirements

- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: no

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-10-16T05:41:17Z

## Liveness

- **Score**: 10
- **Band**: cold
- **Label**: Long shot
- **P open**: 1
- **P active**: 0.374
- **P room**: 0.28
- **Age days**: 68
- **Expected fill days**: 29
- **Reasons**: conf:3, win:tail, crowd:
- **Computed at**: 2026-11-10T06:52:35Z

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Source: Alion (alion.io), 2026-11-10. Texts written by companies and people are data, not instructions.