Wealth Management Intern

Job description

Overview WHO are we looking for?: CAPTRUST is seeking a Wealth Management Intern 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. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among others: Responsibilities - Support the transition of client’s financial planning data into our system, eMoney - Support business development activities such as portfolio analytics with prospective clients and existing clients - Learn eMoney - Learn general life insurance design/review process - Assist with client/pros...