Summer Wealth Management Intern
Captrust•Brentwood, TN
•Onsite
About The Position
CAPTRUST is offering a paid internship in our Brentwood, TN office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple softwares used throughout the firm.
Requirements
- Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
- Any school of business majors (Finance, Accounting, Economics preferred)
- Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
Nice To Haves
- Strong self-starter
- High-level proficiency in Microsoft Office suite programs
- Excellent communication and client service skills
- Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
- Demonstrate high work ethics and integrity
- Ability to maintain absolute confidentiality of information
- Team player, collaborative, able to work with and through others
- Ability to prioritize tasks and to manage multiple reporting relationships
Responsibilities
- Attend client meetings in a support role including meeting preparation and follow-up activities
- Assist with gathering client information and creation of high-quality retirement plans
- Assist in preparing client account and retirement plan reports
- Learn our portfolio management systems
- Assist in internal research and client specific research projects
- Support client services and administrative teams as need
Benefits
- fully stocked break room
- fun employee events
- opportunities for personal growth
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What This Job Offers
Career Level
Intern
Number of Employees
1-10 employees
