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Wealth Management Co-op 2026

Wealth Management Co-op 2026

Bartlett Wealth ManagementCincinnati, OH, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.

Summary

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory / wealth management industry.

Please note : We do not offer company-sponsored housing or relocation for this internship.

Responsibilities

Financial Planning Duties :

  • Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.
  • Organize and summarize living expense data from clients.
  • Assist with eMoney support / connecting accounts.
  • Track completion plan rate of each team member and provide analytics to aid results.
  • Assist with Required Minimum Distribution (RMD) / Inherited RMD tracking.
  • Prepare client friendly financial reports.
  • When appropriate, attend client meetings in a learning capacity.
  • Participate on calls with outside mutual fund managers.
  • Research and other miscellaneous projects.

Investment Duties :

  • Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.
  • Produce the corporate bond buy list two to three days per week.
  • Update and maintain equity summary holding document.
  • Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
  • Assist Market Charts Committee to prepare 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 and create weekly Investment meeting recap report to all advisor groups.
  • Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.

    • Requirements

  • Pursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.).
  • Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
  • Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
  • Ability to maintain focus while juggling 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 with a wide range of people in a professional manner using tact, courtesy, and good judgment.
  • Experience working with Bloomberg, Morningstar, eMoney and / or wealth management systems is a plus.
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    Wealth Management • Cincinnati, OH, US

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