Job Specifications
WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing strategies and solutions to better serve our clients.
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. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among others:
Responsibilities
Support the transition of client’s financial planning data into our system, eMoney
Support business development activities such as portfolio analytics with prospective clients and existing clients
Learn eMoney
Learn general life insurance design/review process
Assist with client/prospective client meeting preparation
Learn CAPTRUST CRM systems and help with file clean up
Contribute to new research, project initiatives and ad hoc projects within required deadlines
Learn and develop financial planning knowledge and skills
Work closely with financial advisors, client service, and peers on the Wealth Planning team
Qualifications
Minimum Qualifications:
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 wealth management
Desired Qualifications/Skills:
Strong critical thinker who is a strong 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 and through others
Perks and Other Benefits:
Paid Internship
WHERE will you be working?
13961 S Minuteman Dr. Suite 300 | Draper, UT 84020
Due to the nature of the role, this is not a remote or work from home position.
Are you the next brick?
To get it done the “CAPTRUST Way”, an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information
Has a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challenges
Possess a strong desire to give back to our communities and enrich the lives of those around us
Emulates an other’s centered mindset
Applies integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
This position will remain open until filled.
About the Company
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.
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