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Wealth Management Co-op: Investment Planning

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Bartlett & Co.
Apprenticeship/Internship position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Co-op: Learn Investment Planning
A financial services firm in Cincinnati is seeking a Wealth Management Co-op intern who will support financial planning and investment management efforts. The role involves collaborating with financial planners, assisting with investment documents, and attending meetings to gain insight into the wealth management industry. Ideal candidates are pursuing a degree related to finance or economics and should have strong communication skills and proficiency in technology solutions.

This is an excellent opportunity for those interested in investment advisory.
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