What are the responsibilities and job description for the intern | Wealth Management position at CAPTRUST?
WHO are we looking for?
CAPTRUST is offering a paid internship in our Brentwood, TN 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:
Responsibilities
Minimum Qualifications:
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, a quality team surrounding you with opportunities for personal growth.
WHERE will you be working?
5314 Maryland Way, Suite 300 | Brentwood, TN 37027
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship
This position will remain open until filled.
CAPTRUST is offering a paid internship in our Brentwood, TN 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:
Responsibilities
- Financial Planning/Para-planner Activities
- Attend client meetings in a support role including meeting preparation and follow-up activities
- Assist with gathering client information and creating high-quality retirement plans
- Assist in preparing client account and retirement plan reports
- Learn our portfolio management systems
- Ad-hoc Research
- Assist in internal research and client specific research projects
- Administrative
- Support client services and administrative teams as need
Minimum Qualifications:
- Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
- Any school of business majors (Finance, Accounting, Economics preferred)
- Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
- Strong self-starter
- High-level proficiency in Microsoft Office suite programs
- Excellent communication and client service skills
- Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
- Demonstrate high work ethics and integrity
- Ability to maintain absolute confidentiality of information
- Team player, collaborative, able to work with and through others
- Ability to prioritize tasks and to manage multiple reporting relationships
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, a quality team surrounding you with opportunities for personal growth.
WHERE will you be working?
5314 Maryland Way, Suite 300 | Brentwood, TN 37027
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship
This position will remain open until filled.