Wealth Management Intern
About The Position
CAPTRUST is seeking an Institutional/Wealth Planner Intern to join our retirement plan advisory and wealth planning team. This includes support of our marketing efforts, ongoing client service projects, financial planning, onboarding new and wealth and institutional clients, and working with us to develop new 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. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:
Requirements
- Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior preferred
- All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred)
- Significant interest in the workings of retirement plans and private 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 such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed
- Assist Client Management Consultant team in the preparation and review of quarterly performance reports
- Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
- Attending client investment committee meetings to observe (upon invitation from advisor)
- Attending Participant Advice sessions with our plan advisors to observe participant meetings
- Learn and develop qualified and non-qualified retirement plan knowledge and skill
- Work closely with financial advisors, client service, and peers on the Institutional team
- Support the transition of client’s financial planning data into our financial planning system, WealthView, specifically the data of clients
- Support business development activities such as portfolio analytics and marketing deliverables with prospective clients
- Assist in support of updating our Customer Relationship Management System and database
- Learn WealthView, BlackDiamond and other planning software(s)
- Learn key professional presentation and relationship building skills
- Learn and develop financial planning knowledge and skills
- Work closely with financial advisors, client service, and peers on the Wealth Planning team
Benefits
- fully stocked break room
- fun employee events
- opportunities for personal growth
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
Number of Employees
1,001-5,000 employees
