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. 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. • 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. Requirements • 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. Please note: We do not offer company-sponsored housing or relocation for this internship.