Wealth Management Co-op 2026 at Tolleson Wealth Management

Cincinnati, Ohio, United States

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Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

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

Responsibilities

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
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

Skills

Key technologies and capabilities for this role

eMoneyFinancial PlanningRMD TrackingClient ReportingAnalyticsAsset AllocationCorporate BondsEquity SummariesInvestment ResearchMutual Funds

Questions & Answers

Common questions about this position

Is this position remote or on-site?

The position is on-site.

What education is required for this co-op role?

Candidates must be pursuing a bachelor’s degree in a related field such as Finance, Economics, or other applicable business degree.

What key skills are needed for this position?

The role requires computer literacy with strong proficiency in Microsoft Office, ability to work independently and as part of a team, attention to detail, time management, and handling multiple priorities.

What is the work environment like at Bartlett?

Wealth management at Bartlett uses a team approach with opportunities to work closely with financial planning and investment professionals, attend meetings, and engage in both internal and client-facing activities.

Does the company offer relocation or housing for this co-op?

This information is not specified in the job description.

What compensation or benefits are offered for this co-op?

This information is not specified in the job description.

What makes a strong candidate for this role?

A strong candidate has an interest in pursuing a career in investment advisory or wealth management, along with the required education and skills in technology, teamwork, and time management.

Tolleson Wealth Management

Multi-family office providing wealth management services

About Tolleson Wealth Management

Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.

Dallas, TexasHeadquarters

2000Year Founded

VENTURE_UNKNOWNCompany Stage

Social Impact, Financial ServicesIndustries

201-500Employees

Risks

Robo-advisors pose a threat with low-cost solutions for tech-savvy clients.

ESG investing trends may pressure Tolleson to adapt its strategies.

Regulatory scrutiny could impact Tolleson's operations and fiduciary responsibilities.

Differentiation

Tolleson offers bespoke wealth management services tailored to high-net-worth families.

The firm emphasizes philanthropy, aligning with clients' family values and community engagement.

Tolleson integrates technology in wealth management, winning awards for innovation.

Upsides

Tolleson's investment in Alphabet Inc. showcases strategic growth in tech sectors.

Recognition as a top wealth manager enhances Tolleson's industry reputation.

Community partnerships and philanthropy strengthen client relationships and brand image.

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