About the role
Position
Wealth Management Co-op: Learn Investment Planning
Overview
A financial services firm in Cincinnati is seeking a Wealth Management Co-op intern who will support financial planning and investment management efforts.
Key Accountabilities
- Collaborating with financial planners
- Assisting with investment documents
- Attending meetings to gain insight into the wealth management industry
Required Skills & Qualifications
- Pursuing a degree related to finance or economics
- Strong communication skills
- Proficiency in technology solutions
- Interest in investment advisory
Job ID
#J-18808-Ljbffr