Summer 2026 Wealth Mgmt. Co-Op

Johnson Investment Counsel provides wealth management, financial planning, and investment research services. The Summer 2026 Wealth Management Co-Op will support financial analysis, investment research, client meeting preparation, portfolio management, and research across financial planning and investment account types.

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
• Assembling of Your Wealth Review materials and additional prospect and client meeting preparation projects
• Research and make recommendations on various investment account types / plans such as taxable accounts (individual, joint, Trusts), IRAs (Roth and Traditional), employer-sponsored retirement plans (401(k), 403(b), 457 plans), 529 college savings plans and more
• Investment related projects – stock research, mutual fund research, etc.…
• Assist Portfolio Manager in execution of client investment strategies
• Depending on depth of knowledge and ability there could be exposure and projects in both our fixed income and equity research areas

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