Wealth Management Intern
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Job Description
About Company
CAPTRUST is a leading wealth management firm known for its robust tax practice. The company fosters a distinctive and supportive culture where colleagues and clients tend to establish long-term relationships, contributing to a stable and growth-oriented environment. CAPTRUST emphasizes collaboration and a commitment to high standards among its employees.
The company’s philosophy, “the CAPTRUST Way,” focuses on hiring individuals with a deep commitment to service, a genuine interest in others, and a passion for continuous improvement. They value qualities such as:
• Ability to build successful, collaborative, and trusting relationships.
• Instinctive aptitude for accurate, concise, respectful, and easy-to-understand communication, conveying complex information effectively.
• A strong sense of urgency in problem-solving and achieving results that benefit clients and colleagues.
• An inherent desire to give back to communities.
• An other-centered mindset.
• Integrity through maintaining objectivity.
CAPTRUST offers a positive work environment with perks like a fully stocked break room, fun employee events, and a quality team dedicated to supporting personal growth. They are committed to building and maintaining a diverse workforce and inclusive work environment, ensuring all colleagues feel seen, respected, and supported, and prohibit discrimination based on protected statuses.
Job Description: Wealth Management Intern
CAPTRUST is seeking a Wealth Management Intern for its Pittsburgh, PA office. This is a hands-on, fast-paced internship designed to provide extensive exposure to the inner workings of a wealth management firm with a strong tax practice. The role is on-site and is not remote or hybrid.
Key Aspects of the Internship:
• Learning & Development: Interns receive training on various aspects of wealth planning and wealth management, as well as specific software used within the firm. Hands-on learning begins on day one.
• Supervision: The intern will be supervised by an experienced Senior Client Associate.
• Work Schedule: A minimum of 16 hours per week is required, with hours being flexible to accommodate the student’s academic schedule. CAPTRUST hires year-round.
• Compensation: The hourly compensation range for this position is $17.00 – $24.00.
• Future Opportunities: Completion of the internship may lead to future full-time employment, though it is not guaranteed.
• Course Credit: Obtaining course credit may be possible, depending on the student’s program approval.
Primary Responsibilities:
The intern’s responsibilities encompass various aspects of a wealth management firm, including:
• Assisting with tax planning and compliance.
• Helping with client service.
• Meeting preparation for client interactions.
• Participating in software conversion projects.
• Performing administrative tasks.
• Assisting on special projects (internal and client-specific).
• Attending client meetings in a support role.
• Participating in key financial planning areas such as cash flow planning, estate planning, cash management, balance sheet planning, and operational business planning.
• Accepting and applying coaching and feedback.
• Supporting the client services and administrative teams as needed.
Qualifications:
Minimum Qualifications:
• Actively pursuing an undergraduate or graduate degree from an accredited institution.
• Any school of business majors are considered, with Finance, Accounting, and Economics preferred.
• Demonstrated significant interest in financial planning and wealth management.
• Intent to pursue the CFP designation upon graduation.
Desired Qualifications/Skills:
• Strong self-starter.
• High-level proficiency in Microsoft Office suite programs.
• Excellent communication and client service skills.
• Organized, detail-oriented, and able to multitask with a proven ability to plan and achieve results.
• Demonstrates high work ethics and integrity.
• Ability to maintain absolute confidentiality of information.
• Team player, collaborative, and able to work with and through others.
• Ability to prioritize tasks and manage multiple reporting relationships.
Interns must also maintain professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines.
