Wealth Management Intern
About The Position
CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors. Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. We require a minimum of 30 hours per week to fulfill the need of the internship. Completing an internship may lead to, but does not guarantee, future full-time employment. Apply today, primary responsibilities may include the following, among others:
Requirements
- Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior
- All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)
- Significant interest in the workings of wealth management and retirement plans
Nice To Haves
- Strong critical thinker and self-starter
- High-level proficiency in Word, Excel, PowerPoint, Outlook
- Excellent communication and writing skills
Responsibilities
- A private wealth case study will be provided in the first week of the program. The interns are required to present the findings/results to the FA Team in the final week
- An institutional research project will be required to present the findings to the FA Team in the final week
- Learn key professional presentation and relationship building skills
- Assist on special projects (internal projects/client specific)
- Help team prepare for client meetings
- Attend client meetings in a support role
- Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
- 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 in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
- Contribute to new research, project initiatives and ad hoc projects within required deadlines
- Learn and develop qualified and non-qualified retirement plan knowledge and skills
- Work closely with financial advisors, client service, and peers
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
501-1,000 employees
