What are the responsibilities and job description for the Wealth Management Intern position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking a Institutional/Wealth Planner Intern to join our retirement plan advisory and wealth planning team. This includes support of our marketing efforts, ongoing client service projects, financial planning, onboarding new and wealth and institutional clients, and working with us to develop new 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. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:
Responsibilities
Institutional Job Responsibilities:
Minimum Qualifications:
Paid Internship
WHERE will you be working?
600 Hamilton St. #900 | Allentown, Pennsylvania 18101
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
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
CAPTRUST is seeking a Institutional/Wealth Planner Intern to join our retirement plan advisory and wealth planning team. This includes support of our marketing efforts, ongoing client service projects, financial planning, onboarding new and wealth and institutional clients, and working with us to develop new 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. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:
Responsibilities
Institutional Job Responsibilities:
- Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed
- Assist performance reporting team in the preparation and review of quarterly performance reports
- Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
- Contribute to new research, project initiatives and ad hoc projects within required deadlines
- Learn and develop qualified and non-qualified retirement plan knowledge and skills
- Work closely with financial advisors, client service, and peers on the Institutional team
- Support the transition of client’s financial planning data into our financial planning system, WealthView, specifically the data of clients
- Support business development activities such as portfolio analytics and marketing deliverables with prospective clients
- Support client meeting preparation and organization with team members and advisors
- Learn WealthView, BlackDiamond and other planning software(s)
- Contribute to new research, project initiatives and ad hoc projects within required deadlines
- Learn and develop financial planning knowledge and skills
- Learn key professional presentation and relationship building skills
- Work closely with financial advisors, client service, and peers on the Wealth Planning team
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 retirement plans and private wealth management
- 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
Paid Internship
WHERE will you be working?
600 Hamilton St. #900 | Allentown, Pennsylvania 18101
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
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
- 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
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
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
