What are the responsibilities and job description for the Summer Wealth Management Intern - Boston, MA position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking a Wealth Management Inter n to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform and continually developing 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. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completing an internship may lead to, but does not guarantee, future full-time employment.
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, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $16.00-$20.00 per hour.
WHERE will you be working?
One Liberty Square 13th Floor | Boston, MA 02109
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 seeking a Wealth Management Inter n to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform and continually developing 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. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completing an internship may lead to, but does not guarantee, future full-time employment.
Responsibilities
- Support business development activities with prospective clients and existing clients
- Learn eMoney/Wealthview planning software assist in preparing for client meetings
- Assist with client/prospective client meeting preparation, notes and follow-ups
- Learn CAPTRUST CRM systems; help with customer management and data clean up
- Contribute to seminar promotion and lab session prospect meeting
- Learn and develop financial planning knowledge and skills
- Work closely with financial advisors and other peers on Wealth Team
Minimum Qualifications:
- Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
- Relevant Coursework and Major including Accounting, Finance, Economics, Financial Planning or Taxation.
- Significant interest in learning the business and activities involved with financial planning, estate planning, tax mitigation and 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
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 $16.00-$20.00 per hour.
WHERE will you be working?
One Liberty Square 13th Floor | Boston, MA 02109
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
- Has 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
- Possess a strong desire to give back to our communities and enrich the lives of those around us
- Emulates an other’s centered mindset
- Applies 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.
Salary : $16 - $20