Wealth Management Intern

Job description

Overview WHO are we looking for?: CAPTRUST is offering a paid Wealth Management Internship in our Stockbridge, GA office that will provide exposure to the inner-workings of a wealth management firm with exposure to all five key areas of financial planning. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of wealth planning and wealth management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, including tax planning, estate planning, investment management, as well as assisting with client service, meeting preparation, software conversion projects, and administrative tasks. This role will be supervised by an experienced Financial Advisor. Responsibilities: - Assist on special projects (internal projects/client specific) - Help team prepare for client meetings - Attend client meetings in a support role - Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning - Accepts and applies coaching and feedback - Support the client services and administrative teams as n...