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Fall 2024 Wealth Management Co-Op

Johnson Investment Counsel

Kenwood, OH | Full Time

$127k-191k (estimate)

2 Weeks Ago

Client Support Assistant

Johnson Investment Counsel

Cleveland, OH | Full Time

$34k-44k (estimate)

7 Months Ago

Front Desk Associate

Johnson Investment Counsel

Kenwood, OH | Full Time

$29k-38k (estimate)

9 Months Ago

Trust Associate

Johnson Investment Counsel

Kenwood, OH | Full Time

$69k-85k (estimate)

11 Months Ago

Fall 2024 Wealth Management Co-Op

$127k-191k (estimate)

Full Time | Investment Management 2 Weeks Ago

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Johnson Investment Counsel is Hiring a Fall 2024 Wealth Management Co-Op Near Kenwood, OH

Summary / objective of position:

Interns / co-ops will be exposed to a wide array of financial planning/advisory services that Johnson Investment Counsel, Inc. offers and exposure to investment research through client driven projects.

Essential functions of position:

Gathering and analyzing financial information on clients from our Portfolio Managers, Associate Portfolio Managers, Portfolio Manager Assistants and others working on projects related to:

Investment management / research
Retirement planning
Tax planning
Cash flow analysis
Insurance planning / policy review
Estate planning
Charitable gifting
System Conversions

Work in state-of-the-art portfolio management, financial planning, portfolio analysis/reporting and investment research software systems. Analyze data and build customized reports within MS Excel.

Interface with third-party custodian to find relevant information or assist with client-related tasks

Assembling of Your Wealth Review materials and additional prospect and client meeting preparation projects

Research and make recommendations on various investment account types / plans such as taxable accounts (individual, joint, Trusts), IRAs (Roth and Traditional), employer-sponsored retirement plans (401(k), 403(b), 457 plans), 529 college savings plans and more.

Investment related projects – stock research, mutual fund research, etc.…

Assist Portfolio Manager in execution of client investment strategies

Depending on depth of knowledge and ability there could be exposure and projects in both our fixed income and equity research areas.

Preferred education and experience

Working on a degree in Finance/ Accounting/Economics
Demonstrated interest in investments the markets and economy
Work well in a team environment
Proficient in Microsoft Office products specifically in Excel
High attention to detail
Excellent organizational skills
Demonstrates initiative
Ability to handle and maintain confidentiality of client sensitive information

Supervisory responsibility: N/A

Travel required: N/A

Work environment: Temperature controlled, office environment

Physical demands: Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.

Additional eligibility requirements: N/A

Work authorization/security clearance requirements: United States Citizen or lawful permanent resident

EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$127k-191k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

07/01/2024

WEBSITE

johnsoninv.com

HEADQUARTERS

CINCINNATI, OH

SIZE

50 - 100

FOUNDED

1965

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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About Johnson Investment Counsel

Johnson Investment Counsel has steadily grown to become one of Ohios largest independent wealth management firm, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clientsmeaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our ... dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success. More
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