intern | Wealth Management

Job description

Overview 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 - 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 - Administ...