FAQs
Is this internship paid?
Yes, this internship is a paid position with compensation ranging from $18.00 to $20.00 per hour.
What are the primary responsibilities of the intern?
The primary responsibilities include attending client meetings, assisting with gathering client information, preparing client reports, conducting research, and supporting client services and administrative teams as needed.
What qualifications are required to apply for this internship?
Applicants must be actively pursuing an undergraduate or graduate degree from an accredited institution, with a preference for business majors (Finance, Accounting, Economics), and must have a strong interest in financial planning and wealth management.
Will the intern receive training?
Yes, the intern will receive training in various aspects of financial planning, wealth management, and multiple software programs used throughout the firm.
What is the duration of the internship?
The internship will be a full-time position between June and August, with the ability to accommodate a class workload.
Is this position remote or onsite?
This position is not remote; it is an onsite role based in Brentwood, TN.
Who will supervise the intern?
The intern will be supervised by a Certified Financial Planner.
Is there a possibility of future employment after the internship?
Completion of the internship may lead to future full-time employment, but it is not guaranteed.
What key skills are preferred for this internship?
Preferred skills include strong self-starter capabilities, high proficiency in Microsoft Office, excellent communication and client service skills, organizational skills, and the ability to maintain confidentiality.
What qualities does CAPTRUST look for in candidates?
CAPTRUST looks for candidates who can build collaborative relationships, communicate effectively, demonstrate a sense of urgency, and have integrity, among other characteristics.