Wealth Management Co-op – Financial Planning, Investment

Job Description

Wealth Management Co-op 2027 | Bartlett Wealth Management

The Tone:
This is an early career co-op opportunity at Bartlett Wealth Management, located in Cincinnati, OH. The company provides comprehensive wealth management and investment advisory services to clients. This role is crucial for supporting both financial planning and investment efforts, offering a practical learning experience within the wealth management industry. It is designed for individuals interested in building a career in investment advisory.

The TL;DR
• Role: Early Career (Co-op)
• Location: In-person, Cincinnati, OH
• Mission: Support financial planning and investment efforts while gaining insight into the internal and client-facing aspects of wealth management.
• Tech Stack: eMoney, Microsoft Office applications, Bloomberg, Morningstar

What You’ll Actually Do
• Support Financial Planning: Collaborate with financial planners to assess client financial situations, input information into eMoney software, and assist with Required Minimum Distribution (RMD) tracking.
• Prepare Client Reports: Organize and summarize living expense data from clients, prepare client-friendly financial reports, and provide analytics on team completion rates.
• Contribute to Investment Strategy: Produce the corporate bond buy list regularly, update the equity summary holding document, and assist wealth advisors with Strategic Asset Allocation Committee materials.
• Facilitate Meetings & Research: Prepare investment and economic information for client meetings, summarize weekly Investment meeting recaps, and conduct due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.
• Attend Learning Sessions: Participate in calls with outside mutual fund managers, attend client meetings, and various department or firm meetings in a learning capacity.

The Must-Haves
• Background: Pursuing a bachelor’s degree in Finance, Economics, or a related business field; this opportunity is specifically limited to University of Cincinnati students.
• Experience: Requires strong computer literacy and proficiency in technology solutions, including Microsoft Office applications.
• Skills: Ability to work independently and collaboratively, maintain accuracy and attention to detail, manage multiple tasks and priorities effectively, and communicate professionally.
• Bonus: Prior experience working with Bloomberg, Morningstar, eMoney, or other wealth management systems is a plus.