About the role#
The Wealth Management Co-op supports financial planning and investment efforts at Bartlett Wealth Management. This role offers the chance to work alongside professionals in both the internal and client-facing sides of the business. It is suited for someone interested in a career in investment advisory or wealth management.
What you'll do#
- Input client data into eMoney software and assist with account connections.
- Organize and summarize client living expense data.
- Prepare financial reports and track Required Minimum Distribution (RMD) or Inherited RMD requirements.
- Track team plan completion rates and provide analytics.
- Attend client meetings and participate in calls with mutual fund managers.
- Coordinate information from call reports and review prior plans to acquire missing client details.
- Produce the corporate bond buy list two to three days per week.
- Update and maintain equity summary holding documents.
- Assist wealth advisors with Strategic Asset Allocation Committee materials.
- Help the Market Charts Committee prepare investment and economic information.
- Attend weekly meetings, including Investment, Product Manager, and client retention sessions.
- Summarize weekly investment meetings and create recap reports.
- Conduct research and due diligence on ESG holdings.
What you'll need#
- Pursuing a bachelor’s degree in Finance, Economics, or a related business field.
- Strong computer literacy and proficiency in Microsoft Office applications.
- Ability to work independently and as part of a team.
- High level of accuracy, attention to detail, and focus while managing multiple priorities.
- Strong time management skills to meet deadlines.
- Ability to organize responsibilities and determine priorities.
- Effective professional communication skills.
- Experience with Bloomberg, Morningstar, or eMoney systems is a plus.
Location & details#
- This is a paid, full-time, on-site role based in Cincinnati, Ohio.
- Terms available: Spring 2027, Summer 2027, and Fall 2027.
- No company-sponsored housing or relocation is provided.
About Bartlett Wealth Management
Bartlett Wealth Management is an investment management firm founded in 1898. Based in Cincinnati, Ohio, the company employs 130 people and maintains additional offices in Chicago and Louisville. It provides financial planning and investment advisory services to individuals. The firm focuses on areas such as retirement planning, estate planning, and business transitions.
How to get in at Bartlett Wealth Management
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