Wealth Management Co-op 2027

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects, offering the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business.

Requirements

• Pursuing a bachelor's degree in a related field
• Computer literate with strong aptitude and proficiency in technology solutions
• Ability to work independently and as part of a team
• Ability to communicate effectively with a wide range of people

Benefits

• Group Life Insurance
• Dental Plan
• Vision Plan
• Medical Plan
• 401(k) or 403(b) Retirement Savings Plan