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WHO are we looking for?
CAPTRUST is offering a paid internship in our Sacramento, CA 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 wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner. This will be a full-time position between June and August with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, amongst others:
Financial Planning/Para-planner activities ( /-75%)
Ad-hoc Research ( /-20%) – Assist in internal research and client specific research projects
Administrative ( /-5%) – Support client services and administrative teams as need
Minimum Qualifications:
Desired Qualifications/Skills:
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. Compensation range is $17.00-$24.00 per hour.
WHERE will you be working?
740 University Ave | Sacramento, CA 95825
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?
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
Intern
Investment Management
$69k-99k (estimate)
11/15/2023
05/22/2024
captrust.com
RALEIGH, NC
500 - 1,000
1989
Private
J FIELDING MILLER
$50M - $200M
Investment Management
CAPTRUST is a provider of wealth management and investment advisory services for individuals and businesses.
The job skills required for Wealth Management Intern include Wealth Management, Client Service, Financial Planning, Problem Solving, Integrity, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Intern. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Intern. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Intern positions, which can be used as a reference in future career path planning. As a Wealth Management Intern, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Intern. You can explore the career advancement for a Wealth Management Intern below and select your interested title to get hiring information.