Wealth Management Internship

Summary

Are you interested in launching a career in financial services? The Wealth Management Internship at CAPTRUST provides a dynamic learning experience for students passionate about personal finance. You’ll gain hands-on exposure to wealth management operations, assisting experienced advisors in serving their clients. This internship is ideal for individuals seeking to develop their financial acumen and explore career paths within wealth management.

Qualifications

• Currently enrolled in an undergraduate or graduate program (minimum sophomore year)
• Major in Finance, Accounting, Economics, Financial Planning, or a related field (preferred)
• Strong analytical and problem-solving skills
• Excellent attention to detail and a commitment to accuracy
• Effective communication and interpersonal skills
• Eagerness to learn and a desire to contribute to a team environment

Responsibilities

• Assist wealth management advisors with client service tasks, such as data gathering and report preparation.
• Gain exposure to financial planning tools and software used by the team.
• Participate in client meeting preparation and attend meetings in a support role (as appropriate).
• Learn about investment analysis, portfolio management, and tax planning strategies (all within regulatory compliance).
• Contribute to maintaining accurate client account information.

Benefits

• Gain valuable real-world experience in the wealth management industry
• Develop a foundational understanding of financial planning and investment concepts
• Learn from experienced wealth management professionals
• Network with industry contacts and build your professional network
• Potential for future employment with CAPTRUST (based on performance)

Location

Locations vary across CAPTRUST’s nationwide network of offices. Specific locations will be determined based on intern preferences and program needs. (Note: You can add a sentence here mentioning interns will be notified of their placement after selection).

Deadline: Unspecified

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