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Intern | Wealth Client Service

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CAPTRUST

2mo ago

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Boston

AI generated summary

  • You should be a proactive student interested in wealth management, with strong organizational, analytical, and communication skills, plus proficiency in Microsoft Office and a positive attitude.
  • You will learn investment terminology, explore macro trends, review financial and estate planning processes, and complete a capstone project comparing markets or case studies.

Requirements

  • Our ideal candidate should be a student with an interest in wealth management industry, investment management, or financial planning.
  • Ability to prioritize tasks
  • Excellent organizational skills with attention to detail and follow-through
  • Possesses analytical and problem-solving skills
  • Excellent communication skills
  • A self-starter who can work independently on assigned projects
  • Possesses excellent listening skills
  • Possesses a positive, “can-do” attitude at all times
  • Eagerness to learn and increase responsibilities
  • Organized Analytical Skills
  • Problem Solving
  • Multitasking
  • Communication Skills
  • Microsoft Office suite programs

Responsibilities

  • The vocabulary of investing: An understanding of investment terminology from stocks to bonds, hybrid securities, and other industry terms
  • Exploration into macroeconomics and macro trends
  • Overview of the financial planning process
  • Overview of the estate planning process
  • Capstone project: compare/contrast investing in two different markets, industries, or companies / financial/estate planning case study
  • Additional responsibilities to be determined by your immediate supervisor and your assigned mentor

FAQs

Is this internship paid?

Yes, this is a paid internship.

Where is the internship located?

The internship is located at 255 State Street, 6th Floor, Boston, MA 02109.

Are there any remote work options for this position?

No, this position is not remote and requires in-office work.

What kind of projects will interns work on?

Interns will work on project-based assignments, including a capstone project comparing different markets, industries, or financial/estate planning case studies.

What qualifications are required for candidates applying for this internship?

The ideal candidate should be a student with an interest in wealth management, investment management, or financial planning.

What personal skills are emphasized for this internship?

Personal skills such as the ability to prioritize tasks, excellent organizational skills, analytical and problem-solving skills, and strong communication abilities are emphasized.

How does CAPTRUST support professional growth for interns?

CAPTRUST offers opportunities for personal growth through exposure to the wealth management industry and collaboration with colleagues committed to high standards.

What type of training will interns receive during the program?

Interns will receive training on investment terminology, macroeconomics, financial planning processes, and estate planning processes.

Will interns have access to client information?

No, interns are not considered access persons and will not be provided with information regarding the firm’s investments or clients.

What characteristics does CAPTRUST look for in prospective interns?

CAPTRUST looks for candidates who can build collaborative relationships, communicate effectively, demonstrate a strong sense of urgency, and have an other-centered mindset.

Does CAPTRUST have a commitment to diversity and inclusion?

Yes, CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel respected and supported.

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.