About this role
Wealth Management Co-op 2027 at Bartlett Wealth Management. Location: Cincinnati, Ohio, United States. Role: Collaborating planners, Organizing data, Preparing reports Requirements: Pursuing bachelor’s degree in Finance, Economics, or related business; proficient in MS Office; able to work independently and in a team; strong time management and communication skills; knowledge of wealth management systems a plus. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Office, Bloomberg, Morningstar, eMoney Commitment: Internship Workplace: Onsite Languages: English