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Wealth Management Intern

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CAPTRUST

2mo ago

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Banking & Finance
  • Greenville

AI generated summary

  • You must be a business major pursuing a degree, interested in financial planning, proficient in Microsoft Office, organized, detail-oriented, and possess strong communication skills.
  • You will support client meetings, gather information for retirement plans, prepare reports, learn portfolio systems, assist with research projects, and help client services and admin teams as needed.

Requirements

  • Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
  • Any school of business majors (Finance, Accounting, Economics preferred)
  • Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
  • Strong self-starter
  • High-level proficiency in Microsoft Office suite programs
  • Excellent communication and client service skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate high work ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Team player, collaborative, able to work with and through others
  • Ability to prioritize tasks and to manage multiple reporting relationships

Responsibilities

  • Attend client meetings in a support role including meeting preparation and follow-up activities
  • Assist with gathering client information and creation of high-quality retirement plans
  • Assist in preparing client account and retirement plan reports
  • Learn our portfolio management systems
  • Assist in internal research and client specific research projects
  • Support client services and administrative teams as needed

FAQs

Is the Wealth Management Intern position paid?

Yes, the internship is a paid position.

Where will the intern be working?

The intern will be working at CAPTRUST's office located at 1116 South Main St, Greenville, SC 29601.

Can the internship accommodate a class workload?

Yes, the internship can accommodate a class workload.

What are the primary responsibilities of the intern?

The primary responsibilities include financial planning activities, ad-hoc research, and administrative support.

What qualifications are required for the internship?

Candidates must be pursuing an undergraduate or graduate degree from an accredited institution, preferably in business majors such as Finance, Accounting, or Economics.

Is remote work an option for this position?

No, this is not a remote or work-from-home position.

What skills are desired for this internship?

Desired skills include proficiency in Microsoft Office, strong communication and client service skills, organizational abilities, attention to detail, and the capacity to prioritize tasks.

Who will supervise the intern during the internship?

The intern will be supervised by a Certified Financial Planner.

What opportunities for growth does CAPTRUST provide?

CAPTRUST offers a great culture for personal growth and a supportive environment with opportunities for collaboration and career development.

Are there any specific certifications that the intern is expected to pursue?

The intern should have a significant interest in financial planning and intend to pursue the CFP designation upon graduation.

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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.