Bartlett Wealth Management · 7 hours ago
Financial Planning Associate
Cincinnati, OH
Full-time
Hybrid
Entry Level
1+ years expBartlett Wealth Management is a financial services firm seeking a Financial Planning Associate to support Financial Planners and Wealth Advisors. The role involves gathering data, preparing financial plans, and assisting in client service and portfolio management, with a focus on professional development towards becoming a Financial Planner.
ConsultingCrowdfundingFinancial Services
Responsibilities
With Financial Planner oversight, gather and organize data, prepare financial plans, run scenarios, income projections, and portfolio projections; prepare presentations and discuss results with Planner/Advisor
Attend planning prep presentation meetings with Planners/Advisors
Coordinate annual review of plans with Planners/Advisors
Assist in developing and presenting new Financial Planning topics and materials to all Advisors
Research new ideas and tools to define and enhance our financial planning practice
Assist Planners/Advisors with managing client relationships
Interface with clients under direction of Planners/Advisors via telephone and email, providing them with assistance regarding their accounts
Accompany Planners/Advisors to client meetings to review financial plans and accounts in a supporting and learning role
Accompany Planners/Advisors to prospect meetings in a supporting and learning role
Assist Advisors in constructing portfolios according to client investment policy statement and firm policies
Manage centralized trading and monitoring process for identified accounts
Assist Advisors in monitoring asset allocation and cash balances relative to target asset allocation
Assist with various special projects and requests as necessary
Qualification
Required
Bachelor's Degree in Finance or related field
1-3 Years of relevant experience in the financial services/investment advisory industry
Certified Financial Planner® designation or in the process of obtaining within the next one – two years
Computer literate with proficiency in Microsoft Office and experience with CRM, portfolio management and documentation management software
Working knowledge of eMoney planning software
Working knowledge of Bloomberg
Working knowledge of Holistiplan, SS Analyzer, and Luminary preferred
Ability to work independently and take initiative
Ability to work successfully in an entrepreneurial, small company environment
Excellent oral and written communication skills
Proficiency and familiarity with mathematical and statistical concepts
Collaborative and the ability to work effectively as part of a team
Organized with a strong attention to detail and ability to manage multiple priorities, projects, and deadlines
Critical thinking skills
Committed to providing superior client service
Preferred
Working knowledge of Holistiplan, SS Analyzer, and Luminary preferred
Benefits
Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
401(k) plan with match and profit-sharing contribution.
Generous paid time off.
Paid parental and medical leave.
Company
Bartlett Wealth Management
Bartlett Wealth Management is an investment management company specializing in financial and investment advisory services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Hagerty
Wealth Advisor, Principal
Kelley Downing
Retired
Recent News
2025-06-05
Louisville Business First
2025-02-21
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2025-01-06
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