Wealth Management Specialist, Sr. jobs in Ohio

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 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.