You haven't searched anything yet.
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:
Investment Duties:
Requirements
Full Time
$58k-85k (estimate)
04/26/2024
05/09/2024
bartlett1898.com
CHICAGO, IL
50 - 100
1898
Private
WILLIAM GOLDSTEIN
$10M - $50M
Bartlett is a wealth management firm that provides investment advisory and financial planning services for individuals and businesses.