Summer Wealth Management Intern - Boston, MA

CAPTRUST•Boston, MA

2d•$16 - $20•Onsite

About The Position

CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform and continually developing strategies and solutions to better serve our clients.CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completing an internship may lead to, but does not guarantee, future full-time employment. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $16.00-$20.00 per hour. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the “CAPTRUST Way”, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information Has a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challenges Possess a strong desire to give back to our communities and enrich the lives of those around us Emulates an other’s centered mindset Applies integrity through maintaining objectivity

Requirements

Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
Relevant Coursework and Major including Accounting, Finance, Economics, Financial Planning or Taxation.
Significant interest in learning the business and activities involved with financial planning, estate planning, tax mitigation and wealth management

Nice To Haves

Strong critical thinker who is a strong self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate highest personal ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others

Responsibilities

Support business development activities with prospective clients and existing clients
Learn eMoney/Wealthview planning software assist in preparing for client meetings
Assist with client/prospective client meeting preparation, notes and follow-ups
Learn CAPTRUST CRM systems; help with customer management and data clean up
Contribute to seminar promotion and lab session prospect meeting
Learn and develop financial planning knowledge and skills
Work closely with financial advisors and other peers on Wealth Team