FAQs
Is this a remote internship position?
No, this is not a remote or work from home position; it is an on-site internship.
What are the main responsibilities of the Wealth Management Intern?
The intern will support business development activities, assist with financial planning data, prepare client reports, and collaborate with team members on various projects related to institutional and wealth planning.
What qualifications are needed to apply for this internship?
Candidates must be actively pursuing an undergraduate or graduate degree, preferably in Accounting, Finance, Economics, Financial Planning, or Taxation, and should be rising juniors or seniors with a significant interest in retirement plans and private wealth management.
Is this internship paid?
Yes, this internship is a paid position.
What skills are desired for this internship role?
Desired skills include strong critical thinking, proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, excellent communication and writing abilities, strong organizational skills, and a commitment to ethical standards.
Are there opportunities for full-time employment after the internship?
Completion of the internship may lead to, but does not guarantee, future full-time employment.
Where is the internship located?
The internship is located at 600 Hamilton St. #900, Allentown, Pennsylvania 18101.
What type of company culture does CAPTRUST promote?
CAPTRUST values service, collaboration, diversity, and a commitment to continuous improvement in a respectful and inclusive work environment.
Is experience in the financial planning field necessary for this internship?
While specific experience in financial planning is not required, a significant interest and willingness to learn about retirement plans and wealth management are essential.
What can interns expect to learn during this internship?
Interns can expect to develop their knowledge and skills in financial planning, software applications like WealthView and BlackDiamond, and gain experience in client interaction and project management.