Wealth Management Intern

Captrust•Woodlands, TX

1d•Onsite

About The Position

CAPTRUST is seeking a Wealth Management Intern in The Woodlands, TX 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 investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple Wealth Advisors and Client Service Associates who are responsible for maintaining and growing long-term client relationships. Primary responsibilities may include the following, among others:

Requirements

Actively pursuing undergraduate degree from an accredited institution, college, or university
Interest in working towards CFP or other relevant industry designation

Nice To Haves

Demonstrated passion for the Financial Planning profession
Excels with organization and structure yet is a creative thinker
Strong financial and analytical skills
Strong persuasive and interpersonal skills
Ability to identify, meet and follow through with client needs and requirements
Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
Able to work independently
Organized, with a strong attention to detail
Able to perform multiple tasks efficiently
Show confidence when dealing with clients and the Wealth Advisors
Knowledge of Microsoft Office suite
Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus

Responsibilities

Collect, organize, and synthesize personal and financial client information
Construct financial and retirement projections using Money Guide Pro
Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs
Participate in client meetings and support Wealth Advisors in capturing client wishes via meeting notes and delivering follow up planning strategies
Create deliverables for client engagements
Coordinate planning recommendations implementation with outside professionals
Continuously monitor clients’ financial situations with detail and accuracy with CRM and other technology tools
Be available to field ad hoc planning questions from clients
Conduct research projects on recent developments in the wealth management industry
Manage social media channels and publish blog posts
Assist with internal workflow system upgrades and development