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Wealth Management Co - Op Fall Semester
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- 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.
- Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.
- Responsibilities Financial Planning Duties: Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.
- Assist with eMoney support / connecting accounts.
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