Wealth Management Co-op 2027

Bartlett Wealth Management•Cincinnati, OH

13h

About The Position

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.

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.

Nice To Haves

Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.

Responsibilities

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.
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.