About the job
At Bartlett Wealth Management, we oversee assets exceeding $8 billion and operate in three cities with a dedicated team of 83 professionals. Our wealth management approach emphasizes collaboration, providing tailored investment management and financial planning solutions to meet our clients' diverse needs.
Position Overview
The Wealth Management Co-op offers a unique opportunity to engage in financial planning and investment activities. As a co-op, you will be involved in a variety of tasks and projects, gaining firsthand experience by collaborating with seasoned financial planners and investment management experts. This position is ideal for individuals eager to explore a career in the investment advisory and wealth management sector.
Please note: We do not provide company-sponsored housing or relocation for this internship.
Key Responsibilities
Financial Planning Responsibilities:
- Collaborate with financial planners to evaluate financial situations and input data into eMoney software, including account statements and holdings.
- Organize and summarize clients' living expense data.
- Assist with eMoney support and account connectivity.
- Monitor and analyze the completion plan rate for each team member to enhance outcomes.
- Help track Required Minimum Distributions (RMD) and Inherited RMDs.
- Create client-friendly financial reports.
- Attend client meetings in a supportive learning capacity when appropriate.
- Participate in discussions with external mutual fund managers.
- Conduct research and manage various miscellaneous projects.
Investment Management Responsibilities:
- Gather information from call reports, review prior plans, and acquire missing data from clients.
- Generate the corporate bond buy list two to three times a week.
- Update and maintain the equity summary holding document.
- Support wealth advisors in preparing materials for Strategic Asset Allocation Committee meetings.
- Assist the Market Charts Committee in compiling investment and economic data for client meetings.
- Join weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other departmental meetings to learn.
- Summarize and distribute weekly Investment meeting recap reports to all advisor groups.
- Conduct research and due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.
