bartlett wealth managementDayton, OH
Wealth Management Co-op 2027
Wealth Management Co-op 2027
Wealth Management Co-op 2027
bartlett wealth managementDayton, OH
today
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Wealth Management Co-opThe 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.
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
- 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.
Also on the board Same function, level within a rung
Level
Intern
Location
Dayton, OH
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today