Wealth Management Intern

Overview

WHO are we looking for?

CAPTRUST is seeking an 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 Client Management Consultant 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
• Attending client investment committee meetings to observe (upon invitation from advisor)
• Attending Participant Advice sessions with our plan advisors to observe participant meetings
• Learn and develop qualified and non-qualified retirement plan knowledge and skill
• Work closely with financial advisors, client service, and peers on the Institutional team

Wealth Job Responsibilities:

• 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
• Assist in support of updating our Customer Relationship Management System and database
• Learn WealthView, BlackDiamond and other planning software(s)
• Learn key professional presentation and relationship building skills
• 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 preferred
• 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

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

WHAT can you expect from your career at CAPTRUST?

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. 

WHERE will you be working?

3100 Village Point #200 | Chesterton, IN 46304

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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 

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. #intern