Wealth Management Intern
About The Position
CAPTRUST is seeking a Wealth Management Intern to join their wealth advisory team. This role involves providing client and prospective client wealth management solutions, including support for the centralized financial planning model, onboarding new and existing clients onto the wealth planning platform, and continuously developing strategies and solutions to better serve clients. CAPTRUST interns are expected to maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may be possible depending on the student’s program approval. Hours will be flexible based on the school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. CAPTRUST hires year-round.
Requirements
- Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
- All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred))
- Significant interest in the workings of individual 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 the transition of client’s financial planning data into our system, eMoney
- Support business development activities such as portfolio analytics with prospective clients and existing clients
- Learn eMoney
- Learn general life insurance design/review process
- Assist with client/prospective client meeting preparation
- Learn CAPTRUST CRM systems and help with file clean up
- Contribute to new research, project initiatives and ad hoc projects within required deadlines
- Learn and develop financial planning knowledge and skills
- Work closely with financial advisors, client service, and peers on the Wealth Planning team
Benefits
- Paid Internship
- Fully stocked break room
- Fun employee events
- Quality team surrounding you with opportunities for personal growth
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Number of Employees
1-10 employees
