FAQs
Do we support remote work?
No, this is not a remote or work from home position; it must be performed on-site.
What qualifications are required for the Wealth Management Intern position?
Candidates should be actively pursuing an Undergraduate or Graduate degree, ideally a rising Junior or First-Semester Senior, with a preference for majors in Accounting, Finance, Economics, Financial Planning, or Taxation.
What skills are desired for candidates applying for this internship?
Desired skills include strong critical thinking, proficiency in Word, Excel, PowerPoint, and Outlook, excellent communication and writing skills, organization, attention to detail, multitasking ability, personal ethics, confidentiality, and the ability to work collaboratively.
Will I receive training during the internship?
Yes, the intern will receive training on different aspects of wealth planning and management, as well as specific software used throughout the firm.
What kind of tasks will I be performing as a Wealth Management Intern?
Responsibilities include assisting with special projects, preparing for client meetings, participating in cash flow and estate planning, supporting client services and administrative teams, and various administrative tasks.
Who will be supervising the intern?
The intern will be supervised by an experienced Senior Client Associate.
What can I expect from working at CAPTRUST?
CAPTRUST offers a great culture, opportunities for personal growth, a supportive team environment, fully stocked break rooms, and fun employee events.
Where is the CAPTRUST office located?
The CAPTRUST office is located at 5314 Maryland Way #300, Brentwood, TN 37027.
What qualities does CAPTRUST look for in its employees?
CAPTRUST values individuals who demonstrate collaboration, effective communication, a sense of urgency, community involvement, an other-centered mindset, and integrity.
Is there an emphasis on diversity and inclusion at CAPTRUST?
Yes, CAPTRUST is committed to building a diverse workforce and inclusive environment, ensuring all colleagues feel respected and supported.