Bartlett Wealth Management

Wealth management and financial planning services

Wealth Management Co-op

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Internship · Fall 2027Cincinnati, OH, USANo salary listedIn-person

About the Job

Requirements

The candidate must be pursuing a bachelor's degree in a related field such as Finance, Economics, or another applicable business degree.
The candidate must be computer literate and have a strong aptitude and proficiency with technology solutions, including Microsoft Office applications.
The candidate must be able to work independently and collaboratively to complete tasks accurately and efficiently.
The candidate must maintain focus while managing multiple tasks and priorities from multiple people, manage time, and meet deadlines.
The candidate must organize responsibilities and determine priorities in a changing work environment.
The candidate must communicate effectively and professionally with a wide range of people using tact, courtesy, and good judgment.

Responsibilities

Collaborate with financial planners to assess financial situations and enter information into eMoney, including account statements and holdings.
Organize and summarize clients’ living expense data.
Assist with eMoney support and account connections.
Track each team member’s plan completion rate and provide analytics to support results.
Assist with Required Minimum Distribution (RMD) and inherited RMD tracking.
Prepare client-friendly financial reports.
Attend client meetings in a learning capacity when appropriate.
Participate in calls with outside mutual fund managers.
Conduct research and work on miscellaneous projects.
Coordinate and obtain information from call reports and prior plan reviews, and acquire missing information and items needed from clients.
Produce the corporate bond buy list two to three days per week.
Update and maintain the equity summary holding document.
Assist wealth advisors in preparing Strategic Asset Allocation Committee meeting materials.
Assist the Market Charts Committee in preparing investment and economic information for client meetings.
Attend weekly Investment, Acquiring and Retaining Clients, Product Manager, and other department or firm meetings in a learning capacity.
Summarize weekly Investment meetings and create recap reports for all advisor groups.
Research and conduct due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.

Desired Qualifications

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

Wealth Management Co-op 2027

Bartlett Wealth Management · Cincinnati, United States · Temporary · Posted 2026-10-29

Workplace: on_site

Description

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.

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.

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.

Please note: We do not offer company-sponsored housing or relocation for this internship.

Apply

Apply at Bartlett Wealth Management

About the Company

Bartlett Wealth Management

Wealth management and financial planning services

Bartlett Wealth Management helps individuals and families grow and protect their wealth through personalized investment planning and financial strategies. It combines retirement planning, business exit planning, estate planning, stock option planning, and family-wealth education into tailored plans, with research on new trends and technologies to stay ahead. The firm operates as a registered investment advisor and emphasizes integrity and market vigilance, using a collaborative partner approach to implement and adjust strategies to meet each client’s goals. Its goal is to move clients closer to their financial objectives while prioritizing their overall well-being.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Cincinnati, OH
Founded: 1898

Recently Posted Jobs

Explore more opportunities at Bartlett Wealth Management

See more jobs