Spring 2026 Wealth Mgmt. Co-Op

Johnson Investment Counsel, Inc. provides financial planning, advisory, and investment management services. The Spring 2026 Wealth Management Co-Op will support financial planning, investment research, client analysis, portfolio management, reporting, and client meeting preparation while working with portfolio management teams and third-party custodians.

What you'll do:

• Gathering and analyzing financial information on clients from our Portfolio Managers, Associate Portfolio Managers, Portfolio Manager Assistants and others working on projects related to:
• Investment management / research
• Retirement planning
• Tax planning
• Cash flow analysis
• Insurance planning / policy review
• Estate planning
• Charitable gifting
• System Conversions
• Work in state-of-the-art portfolio management, financial planning, portfolio analysis/reporting and investment research software systems
• Analyze data and build customized reports within MS Excel
• Interface with third-party custodian to find relevant information or assist with client-related tasks

What they're looking for:

• Working on a degree in Finance/ Accounting/Economics
• Demonstrated interest in investments the markets and economy
• Work well in a team environment
• Proficient in Microsoft Office products specifically in Excel
• High attention to detail
• Excellent organizational skills
• Demonstrates initiative
• Ability to handle and maintain confidentiality of client sensitive information
• Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times
• United States Citizen or lawful permanent resident