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Wealth Management Intern

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CAPTRUST

22d ago

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Banking & Finance
  • Sacramento

AI generated summary

  • You must be pursuing a degree in finance, accounting, or economics, have a strong interest in financial planning, and be proficient in Microsoft Office. Excellent communication, organization, and teamwork skills are essential.
  • You will assist in financial planning, attend client meetings, prepare reports, conduct research, and support administrative tasks while learning portfolio management systems.

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
  • 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

  • Financial Planning/Para-planner activities (+/-50%)
  • 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
  • Ad-hoc Research (+/-45%) – Assist in internal research and client specific research projects
  • Administrative (+/-5%) – Support client services and administrative teams as need

FAQs

Do we support remote work?

No, this position is not remote or work from home; it is an onsite role in the Sacramento, CA office.

What is the duration of the internship?

The internship will be full-time between June and August, with the ability to accommodate a class workload.

Who will supervise the intern?

The intern will be supervised by a Certified Financial Planner.

What are the primary responsibilities of the intern?

Primary responsibilities include financial planning activities (such as attending client meetings, assisting with retirement plans, and preparing reports), ad-hoc research, and some administrative support.

What are the minimum qualifications for this internship?

The minimum qualifications include actively pursuing an undergraduate or graduate degree from an accredited institution and having a significant interest in financial planning and wealth management.

Is prior experience required for this role?

No prior experience is specifically required, but a strong interest in financial planning and wealth management is essential.

What are the desired skills for this internship?

Desired skills include being a strong self-starter, proficiency in Microsoft Office, excellent communication and client service skills, and the ability to prioritize and multitask.

What is the compensation range for this internship?

The compensation range is $15.00 to $18.00 per hour.

Does completing the internship guarantee future employment?

Completion of the internship may lead to future full-time employment, but it does not guarantee it.

What can an intern expect from their experience at CAPTRUST?

Interns can expect a supportive work environment, opportunities for personal growth, and a strong culture focused on high standards and teamwork.

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CAPTRUST

We are building financial foundations. How can we help you?

Finance
Industry
1001-5000
Employees
1989
Founded Year

Mission & Purpose

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.