Wealth Management and Retirement Plan Advisory Internship

Job Description

Internship: Wealth Management & Retirement Plan Advisory

CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors.

Completing an internship may lead to, but does not guarantee, future full-time employment.

Location & Schedule:

• Location: 600 Hamilton St #900 | Allentown, PA 18101
• Work Model: This is an on-site position and is not a remote or hybrid role.
• Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm. A minimum of 30 hours per week is required.

Responsibilities:

Primary responsibilities may include, among others:

• Undertake a Private Wealth Case Study and present findings/results to the FA Team in the final week.
• Complete an Institutional Research Project and present findings to the FA Team in the final week.
• Learn key professional presentation and relationship-building skills.
• Assist on special projects (internal projects/client specific).
• Help the team prepare for client meetings.
• Attend client meetings in a support role.
• Participate in cash flow planning, estate planning, cash management, balance sheet planning, and operational business planning.
• Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed.
• Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans.
• Contribute to new research, project initiatives, and ad hoc projects within required deadlines.
• Learn and develop qualified and non-qualified retirement plan knowledge and skills.
• Work closely with financial advisors, client service, and peers.

Qualifications:

Minimum Qualifications:

• Education: Actively pursuing an Undergraduate or Graduate degree; rising Junior or First-Semester Senior.
• Preferred Majors: All School of Business Majors (Accounting, Finance, Economics, Financial Planning, or Taxation preferred).
• Interest: Significant interest in the workings of wealth management and retirement plans.

Desired Qualifications/Skills:

• Work Ethic: Strong critical thinker and self-starter.
• Technical Proficiency: High-level proficiency in Word, Excel, PowerPoint, and Outlook.
• Communication: Excellent communication and writing skills.

What You Can Expect from Your Career at CAPTRUST:

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.

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Collaborative Relationships: Ability to build successful, collaborative, and trusting relationships.
• Clear Communication: Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
• Results-Oriented: 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.
• Community & Empathy: Inherent desire to give back to our communities and enrich the lives of those around us, demonstrating an other-centered mindset.
• Integrity: Integrity through maintaining objectivity.

EEO/Diversity Statement:

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. Apply today!