Wealth Management Co-op 2027

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.

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.
• → Track completion plan rate of each team member and provide analytics to aid results.
• →Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.
• →Prepare client friendly financial reports.
• → When appropriate, attend client meetings in a learning capacity.
• →Participate on calls with outside mutual fund managers.
• →Research and other miscellaneous projects.

Investment Duties:

• →Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.
• → Produce the corporate bond buy list two to three days per week.
• →Update and maintain equity summary holding document.
• →Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
• →Assist Market Charts Committee to prepare investment and economic information for client meetings.
• →Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
• →Summarize and create weekly Investment meeting recap report to all advisor groups.
• →Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.

• Pursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.).
• Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
• Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
• Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines.
• Ability to organize responsibilities and determine priorities in a changing work environment.
• Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment.
• Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.