Fall 2026 Wealth Mgmt Co-Op

Johnson Investment Counsel•Kenwood, OH

6d•Onsite

About The Position

Interns / co-ops will be exposed to a wide array of financial planning/advisory services that Johnson Investment Counsel, Inc. offers and exposure to investment research through client driven projects. Interns / co-ops will be working an in-person M-F 8:30-5:00 p.m. format with their respective Co-Op management teams. Essential functions of position: Gathering and analyzing financial information on clients from our Portfolio Managers, Associate Portfolio Managers, Portfolio Manager Assistants and others working on projects related to: Investment management / research Retirement planning Tax planning Cash flow analysis Insurance planning / policy review Estate planning Charitable gifting System Conversions Work in state-of-the-art portfolio management, financial planning, portfolio analysis/reporting and investment research software systems. Analyze data and build customized reports within MS Excel. Interface with third-party custodian to find relevant information or assist with client-related tasks Assembling of Your Wealth Review materials and additional prospect and client meeting preparation projects Research and make recommendations on various investment account types / plans such as taxable accounts (individual, joint, Trusts), IRAs (Roth and Traditional), employer-sponsored retirement plans (401(k), 403(b), 457 plans), 529 college savings plans and more. Investment related projects – stock research, mutual fund research, etc.… Assist Portfolio Manager in execution of client investment strategies Depending on depth of knowledge and ability there could be exposure and projects in both our fixed income and equity research areas.

Requirements

Working on a degree in Finance/ Accounting/Economics
Demonstrated interest in investments the markets and economy
Work well in a team environment
Proficient in Microsoft Office products specifically in Excel
High attention to detail
Excellent organizational skills
Demonstrates initiative
Ability to handle and maintain confidentiality of client sensitive information
United States Citizen or lawful permanent resident

Responsibilities

Gathering and analyzing financial information on clients
Work on projects related to: Investment management / research, Retirement planning, Tax planning, Cash flow analysis, Insurance planning / policy review, Estate planning, Charitable gifting, System Conversions
Work in state-of-the-art portfolio management, financial planning, portfolio analysis/reporting and investment research software systems.
Analyze data and build customized reports within MS Excel.
Interface with third-party custodian to find relevant information or assist with client-related tasks
Assembling of Your Wealth Review materials and additional prospect and client meeting preparation projects
Research and make recommendations on various investment account types / plans such as taxable accounts (individual, joint, Trusts), IRAs (Roth and Traditional), employer-sponsored retirement plans (401(k), 403(b), 457 plans), 529 college savings plans and more.
Investment related projects – stock research, mutual fund research, etc.…
Assist Portfolio Manager in execution of client investment strategies
Exposure and projects in both our fixed income and equity research areas.