Wealth Management Intern

Captrust • Raleigh, NC

1d • $17 - $24 • Onsite

About The Position

CAPTRUST is offering a paid internship in our Raleigh, NC office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner. This will be a full-time position between June and August with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment.

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

Nice To Haves

• 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

• Financial Analysis & Research Support advisor relationships
• Prepare summaries and visualizations for advisor review
• Client Service Support
• Help maintain and update client files, CRM systems, and internal databases
• Draft client communications, meeting notes, and follow up summaries
• Participate in internal case meetings and strategy sessions (as appropriate)
• Operational & Administrative Support day to day practice operations, scheduling, and document management
• Assist with compliance tasks and recordkeeping
• Help prepare presentations, client decks, and education materials
• Special Projects
• Assist with special projects for team

Benefits

• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow.
• We all work together, each of us motivating those around us with our commitment to high standards.
• At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed