Financial Planning Associate

Job Description

Job Description

This position supports and works closely with Financial Planners and Wealth Advisors, performing a variety of tasks with a focus on financial planning. This role offers strong professional development to prepare the candidate for a Financial Planner position.

Financial Planning

• 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.

Client Service, Retention and Development Efforts

• 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.

Portfolio management and recommendations, with a focus on Bartlett Fund Advantage and Bronze level accounts

• 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.

Additional Responsibilities

• Assist with various special projects and requests as necessary.

Requirements

Qualifications

• 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.

Knowledge, Skills & Abilities

• 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 thinkings skills.
• Committed to providing superior client service.

Benefits

What’s in it for you:

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• 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.

Bartlett Wealth Management has 85 employees between its locations in Cincinnati, Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025.

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