At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Open Positions
Financial Planning Associate
Bachelor's degree in Finance, 1-3 years of experience, and CFP designation
Trading Operations Specialist
Bachelor's degree, numerical and critical-thinking skills, technology solutions proficiency
Wealth Management Co-op 2027
Pursuing a bachelor's degree in a related field, computer literacy, ability to work independently and communicate effectively
Director, Family Office Services
8-10 years of experience, advanced credentials, and knowledge of family dynamics