Wealth Management Co-op (Fall 2025 Semester)

Bartlett Wealth Management; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Wealth Management Co-op to support financial planning and investment efforts. This role provides a unique opportunity to work alongside experienced professionals, gaining insights into both client-facing and internal operations. Ideal candidates are those pursuing a degree in finance or economics, eager to learn and contribute to a dynamic team. This position is specifically for University of Cincinnati students, offering a chance to develop skills in financial analysis, communication, and time management while engaging in meaningful projects that impact clients' financial futures.

Qualifications

• Pursuing a bachelor's degree in Finance, Economics, or a related field.
• Strong proficiency in Microsoft Office and technology solutions.

Responsibilities

• Collaborate with financial planners and assist in financial planning duties.
• Participate in investment meetings and prepare meeting materials.

Skills

Financial Analysis

Communication Skills

Time Management

Attention to Detail

Team Collaboration

Education

Bachelor's Degree in Finance or Economics

Tools

eMoney

Microsoft Office

Bloomberg

Morningstar

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: This co-op opportunity is limited to University of Cincinnati students only at this time.

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.

Minimum 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.