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....