Large

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. 



Finance

CAPTRUST

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

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<div>
 Overview: 
 <div>
  <b> WHO are we looking for?</b>
 </div>
 <div></div>
 <div>
  <br> An enthusiastic and motivated <b><i>Business Development Intern</i></b><i> </i>to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.
 </div> Responsibilities: 
 <ul>
  <li>Search, solicit, and develop for new institutional business primarily via cold calling</li>
  <li> Manage the sales funnel, facilitate participant education meetings, and manage small client visits</li>
  <li> Build relationships with clients and financial advisor team</li>
  <li> Deliver the highest level of service to the Financial Advisor’s book of business</li>
  <li> Learn and become proficient in the different business lines offered by CAPTRUST</li>
 </ul> Qualifications: 
 <div>
  <i> Minimum Qualifications:</i>
 </div>
 <ul>
  <li> Actively pursuing four-year college degree - rising junior or senior - (preferred) Business Administration, Statistics, Economics, Finance, Human Resources, Information Technology</li>
 </ul>
 <div>
  <i> Desired Qualifications/Skills:</i>
 </div>
 <ul>
  <li>
   <div>
     Prior experience preferred; previous experience in the investment industry is a plus
   </div></li>
  <li>
   <div>
     Strong proficiency in Microsoft Office, especially Microsoft Excel
   </div></li>
  <li>
   <div>
     Exceptional oral and written communications skills
   </div></li>
  <li>
   <div>
     A high standard of professionalism (dress, manners, conduct)
   </div></li>
  <li>
   <div>
     Proactive and meets deadlines
   </div></li>
 </ul>
 <div>
  <b> WHAT can you expect from your career at CAPTRUST?</b>
 </div>
 <div></div>
 <div>
  <br> Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
 </div>
 <div></div>
 <div>
  <b><br> WHERE will you be working?</b>
 </div>
 <div></div>
 <div>
  <br> Any CAPTRUST Office Location
 </div>
 <div></div>
 <div>
  <b><br> HOW do we build a world class organization one brick at a time?</b>
 </div>
 <div></div>
 <div>
  <br> We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
 </div>
 <div></div>
 <div>
  <b><br> Are you the next brick?</b>
 </div>
 <div></div>
 <div>
  <br> To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
 </div>
 <ul>
  <li> Ability to build successful, collaborative, and trusting relationships</li>
  <li> Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li>
  <li> A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges</li>
  <li> Inherent desire to give back to our communities and enrich the lives of those around us</li>
  <li> An other-centered mindset</li>
  <li> Integrity through maintaining objectivity</li>
 </ul>
 <div>
  <b> EEO/Diversity Statement:</b>
 </div>
 <div></div>
 <div>
  <br> At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
 </div>
 <div></div>
 <div>
  <br> CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
 </div>
</div>


 Overview: 
 
   WHO are we looking for?
 
 
 
   An enthusiastic and motivated Business Development Intern to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.
  Responsibilities: 
 
  Search, solicit, and develop for new institutional business primarily via cold calling
   Manage the sales funnel, facilitate participant education meetings, and manage small client visits
   Build relationships with clients and financial advisor team
   Deliver the highest level of service to the Financial Advisor’s book of business
   Learn and become proficient in the different business lines offered by CAPTRUST
  Qualifications: 
 
   Minimum Qualifications:
 
 
   Actively pursuing four-year college degree - rising junior or senior - (preferred) Business Administration, Statistics, Economics, Finance, Human Resources, Information Technology
 
 
   Desired Qualifications/Skills:
 
 
  
   
     Prior experience preferred; previous experience in the investment industry is a plus
   
  
   
     Strong proficiency in Microsoft Office, especially Microsoft Excel
   
  
   
     Exceptional oral and written communications skills
   
  
   
     A high standard of professionalism (dress, manners, conduct)
   
  
   
     Proactive and meets deadlines
   
 
 
   WHAT can you expect from your career at CAPTRUST?
 
 
 
   Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
 
 
 
   WHERE will you be working?
 
 
 
   Any CAPTRUST Office Location
 
 
 
   HOW do we build a world class organization one brick at a time?
 
 
 
   We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
 
 
 
   Are you the next brick?
 
 
 
   To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
 
 
   Ability to build successful, collaborative, and trusting relationships
   Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
   A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
   Inherent desire to give back to our communities and enrich the lives of those around us
   An other-centered mindset
   Integrity through maintaining objectivity
 
 
   EEO/Diversity Statement:
 
 
 
   At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
 
 
 
   CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
 


Business Development Intern - CAPTRUST

Business Development Intern

<div>
 Overview: 
 <div>
  <b> WHO are we looking for?</b>
 </div>
 <div></div>
 <div>
  <br> CAPTRUST is seeking a <b><i>Wealth Management Intern</i></b> to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing strategies and solutions to better serve our clients.
 </div>
 <div>
   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among others:
 </div> Responsibilities: 
 <ul>
  <li>Support the transition of client’s financial planning data into our system, eMoney</li>
  <li> Support business development activities such as portfolio analytics with prospective clients and existing clients</li>
  <li> Learn eMoney</li>
  <li> Learn general life insurance design/review process</li>
  <li> Assist with client/prospective client meeting preparation</li>
  <li> Learn CAPTRUST CRM systems and help with file clean up</li>
  <li> Contribute to new research, project initiatives and ad hoc projects within required deadlines</li>
  <li> Learn and develop financial planning knowledge and skills</li>
  <li> Work closely with financial advisors, client service, and peers on the Wealth Planning team</li>
 </ul> Qualifications: 
 <div>
  <i> Minimum Qualifications:</i>
 </div>
 <ul>
  <li> Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior</li>
  <li> All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation preferred)</li>
  <li> Significant interest in the workings of individual wealth management</li>
 </ul>
 <div>
   Desired Qualifications/Skills:
 </div>
 <ul>
  <li> Strong critical thinker who is a strong self-starter</li>
  <li> High-level proficiency in Word, Excel, PowerPoint, Outlook</li>
  <li> Excellent communication and writing skills</li>
  <li> Organized, detail-oriented and able to multitask with proven ability to plan and achieve results</li>
  <li> Demonstrate highest personal ethics and integrity</li>
  <li> Ability to maintain absolute confidentiality of information</li>
  <li> Team player, collaborative, able to work with and through others</li>
 </ul>
 <div>
   Perks and Other Benefits:
 </div>
 <div></div>
 <div>
  <br> Paid Internship
 </div>
 <div></div>
 <div>
  <br> WHERE will you be working?
 </div>
 <div></div>
 <div>
  <br> 4208 Six Fork Road #1700 | Raleigh, NC 27609
 </div>
 <div></div>
 <div>
  <i><br> Are you the next brick?</i>
 </div>
 <div>
  <br> To get it done the “CAPTRUST Way”, an individual should exhibit the following characteristics:
 </div>
 <ul>
  <li> Ability to build successful, collaborative, and trusting relationships</li>
  <li> Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information</li>
  <li> Has a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challenges</li>
  <li> Possess a strong desire to give back to our communities and enrich the lives of those around us</li>
  <li> Emulates an other’s centered mindset</li>
  <li> Applies integrity through maintaining objectivity</li>
 </ul>
 <div>
   EEO/Diversity Statement:
 </div>
 <div>
   At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
 </div>
 <div>
   CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
 </div>
</div>
<div></div>


 Overview: 
 
   WHO are we looking for?
 
 
 
   CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing 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. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among 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
  Qualifications: 
 
   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
 
 
   Perks and Other Benefits:
 
 
 
   Paid Internship
 
 
 
   WHERE will you be working?
 
 
 
   4208 Six Fork Road #1700 | Raleigh, NC 27609
 
 
 
   Are you the next brick?
 
 
   To get it done the “CAPTRUST Way”, an individual should exhibit the following characteristics:
 
 
   Ability to build successful, collaborative, and trusting relationships
   Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information
   Has a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challenges
   Possess a strong desire to give back to our communities and enrich the lives of those around us
   Emulates an other’s centered mindset
   Applies integrity through maintaining objectivity
 
 
   EEO/Diversity Statement:
 
 
   At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
 
 
   CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
 



Wealth Management Intern - CAPTRUST

Wealth Management Intern

CAPTRUST

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