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Wealth Management Intern

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CAPTRUST

1mo ago

  • Internship
    Full-time
    Summer Internship
  • Raleigh

AI generated summary

  • You should possess strong analytical skills, attention to detail, and a willingness to learn in a fast-paced environment. Previous experience in finance or investments is a plus.
  • You will assist with client account management, conduct market research, support financial analysis, and help prepare presentations and reports for the wealth management team.

Requirements

  • Minimum Qualifications:
  • 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
  • Desired Qualifications/Skills:
  • 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

FAQs

What is the role of a Wealth Management Intern at CAPTRUST?

The Wealth Management Intern at CAPTRUST will support the wealth advisory team by providing wealth management solutions for clients and prospective clients. Responsibilities include assisting with financial planning data transitions, business development activities, and client meeting preparations, while also learning about various aspects of wealth management.

What qualifications are required to apply for this internship?

Applicants should be actively pursuing an undergraduate or graduate degree, preferably as a rising junior or senior. Majors in Accounting, Finance, Economics, Financial Planning, or Taxation are preferred, along with a significant interest in individual wealth management.

What skills are desired for a successful candidate for this internship?

Desired qualifications include strong critical thinking skills, high proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), excellent communication and writing abilities, organizational and multitasking skills, and a commitment to maintaining confidentiality and integrity.

Is this internship paid?

Yes, the internship is a paid position.

What is the location of the internship?

The internship will take place at 4208 Six Fork Road #1700, Raleigh, NC 27609.

What personal characteristics are valued at CAPTRUST?

CAPTRUST values individuals who can build collaborative relationships, communicate complex information effectively, demonstrate urgency in problem-solving, possess a desire to give back to the community, and maintain integrity.

Will this internship guarantee future full-time employment?

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

Are the internship hours flexible?

Yes, the hours will be flexible based on the student’s school schedule.

How can I apply for the Wealth Management Internship at CAPTRUST?

Interested candidates can apply through the CAPTRUST careers page or by following the application instructions provided on the internship listing.

What kind of projects will the intern be involved in?

Interns may contribute to new research, project initiatives, and ad hoc projects while working closely with financial advisors and other team members on the Wealth Planning team.

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.