Wealth Management Co-op 2026

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 :

Requirements