Wealth Management Intern
About The Position
CAPTRUST is offering a paid Wealth Management Intern in our Pasadena, CA office that will provide exposure to the inner workings of a wealth management firm. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning, assisting with client service, meeting preparation, software conversion projects, and administrative tasks. 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.
Requirements
- 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 taxation and wealth management
- Strong critical thinker who is a 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 others
Responsibilities
- Lead and assist on special projects (internal projects/client specific)
- Help team prepare for client and prospect meetings
- Attend client and prospect meetings in a support role
- Participate in tax planning/ cash flow planning/estate planning/cash management/balance sheet planning
- Support the client services and administrative teams as needed/requested
Benefits
- fully stocked break room
- fun employee events
- opportunities for personal growth
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What This Job Offers
Career Level
Intern
