FAQs
What is the role of a Wealth Management Intern at CAPTRUST?
The Wealth Management Intern at CAPTRUST will support the wealth advisory team by providing wealth management solutions for clients and prospective clients. Responsibilities include assisting with financial planning data transitions, business development activities, and client meeting preparations, while also learning about various aspects of wealth management.
What qualifications are required to apply for this internship?
Applicants should be actively pursuing an undergraduate or graduate degree, preferably as a rising junior or senior. Majors in Accounting, Finance, Economics, Financial Planning, or Taxation are preferred, along with a significant interest in individual wealth management.
What skills are desired for a successful candidate for this internship?
Desired qualifications include strong critical thinking skills, high proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), excellent communication and writing abilities, organizational and multitasking skills, and a commitment to maintaining confidentiality and integrity.
Is this internship paid?
Yes, the internship is a paid position.
What is the location of the internship?
The internship will take place at 4208 Six Fork Road #1700, Raleigh, NC 27609.
What personal characteristics are valued at CAPTRUST?
CAPTRUST values individuals who can build collaborative relationships, communicate complex information effectively, demonstrate urgency in problem-solving, possess a desire to give back to the community, and maintain integrity.
Will this internship guarantee future full-time employment?
Completion of the internship may lead to future full-time employment, but it is not guaranteed.
Are the internship hours flexible?
Yes, the hours will be flexible based on the student’s school schedule.
How can I apply for the Wealth Management Internship at CAPTRUST?
Interested candidates can apply through the CAPTRUST careers page or by following the application instructions provided on the internship listing.
What kind of projects will the intern be involved in?
Interns may contribute to new research, project initiatives, and ad hoc projects while working closely with financial advisors and other team members on the Wealth Planning team.