Wealth Management Co-op 2027

Bartlett Wealth Management•Cincinnati, OH

About The Position

The Wealth Management Co-op supports financial planning and investment efforts through regular duties and projects. The role provides an opportunity to work closely with financial planning and investment management professionals and learn about both the internal and client-facing sides of the wealth management business. The ideal associate is interested in pursuing a career in the investment advisory or wealth management industry. The co-op assists financial planners with client financial information, financial reports, account support, and planning-related tracking. It also supports investment activities through research, investment meeting materials and recaps, bond and equity information, and ESG due diligence. The position participates in client and internal meetings in a learning capacity when appropriate. Company-sponsored housing and relocation are not offered for this internship.

Requirements

Pursuing a bachelor’s degree in a related field, such as Finance, Economics, or another applicable business degree.
Computer literate, with strong aptitude and proficiency in technology solutions, including Microsoft Office applications.
Able to work independently and as part of a team to complete tasks efficiently and on time while maintaining accuracy and attention to detail.
Able to maintain focus while managing multiple tasks and priorities from multiple people, manage time, and meet deadlines.
Able to organize responsibilities and determine priorities in a changing work environment.
Able to communicate effectively and professionally with a wide range of people, using tact, courtesy, and good judgment.

Nice To Haves

Experience with Bloomberg, Morningstar, eMoney, and/or wealth management systems.

Responsibilities

Collaborate with financial planners to assess financial situations and enter information, including account statements and holdings, into eMoney software.
Organize and summarize clients’ living expense data.
Assist with eMoney support and account connections.
Track each team member’s plan completion rate and provide analytics to support results.
Assist with Required Minimum Distribution (RMD) and Inherited RMD tracking.
Prepare client-friendly financial reports.
Attend client meetings in a learning capacity when appropriate.
Participate in calls with outside mutual fund managers.
Conduct research and work on miscellaneous projects.
Coordinate and obtain information from call reports and prior plan reviews, and acquire missing information and items needed from clients.
Produce the corporate bond buy list two to three days per week.
Update and maintain the equity summary holding document.
Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
Assist the Market Charts Committee in preparing investment and economic information for client meetings.
Attend weekly Investment, Acquiring and Retaining Clients, Product Manager, and other department or firm meetings in a learning capacity.
Summarize weekly Investment meetings and distribute recap reports to all advisor groups.
Research and conduct due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.