Wealth Management Co-op (Summer 2025 Semester)
Bartlett Wealth Management
Cincinnati, ohio
Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 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...