Wealth Management Co-op 2027

Bartlett Wealth Management•Cincinnati, OH

About The Position

The Wealth Management Co-op will support financial planning and investment efforts through regular duties and projects. The role offers the 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. Financial planning work includes assisting planners with assessing clients’ financial situations, entering information into eMoney, organizing and summarizing living expenses, supporting account connections, tracking plan completion rates, assisting with RMD tracking, preparing client-friendly reports, and participating in client meetings and calls with outside mutual fund managers in a learning capacity. Investment work includes gathering and reviewing client and plan information, producing a corporate bond buy list, maintaining equity holding summaries, preparing materials for investment committees, compiling investment and economic information for client meetings, attending department and firm meetings in a learning capacity, preparing weekly investment meeting recaps, and researching ESG holdings. 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 literacy and strong aptitude and proficiency with technology solutions, including Microsoft Office applications.
Ability to work independently and as part of a team to complete tasks efficiently and on time while maintaining accuracy and attention to detail.
Ability to maintain focus while managing multiple tasks and priorities from multiple people.
Ability to manage time and meet deadlines.
Ability to organize responsibilities and determine priorities in a changing work environment.
Ability to communicate effectively and professionally with a wide range of people using tact, courtesy, and good judgment.

Nice To Haves

Experience working 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 connecting accounts.
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 other miscellaneous projects.
Coordinate and obtain information from call reports and prior plan reviews, and obtain missing information and items 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 preparing Strategic Asset Allocation Committee meeting materials.
Assist the Market Charts Committee in preparing investment and economic information for client meetings.
Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
Summarize weekly Investment meetings and create recap reports for all advisor groups.
Research and conduct due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.