Wealth Management Intern

Job Description

Wealth Management Intern

CAPTRUST is seeking a full-time summer Wealth Management Intern in our Phoenix, AZ office. This internship provides invaluable exposure to the inner workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment, with training provided on various aspects of wealth planning and wealth management, as well as specific software used throughout the firm.

The role will be supervised by an experienced Senior Client Associate, ensuring guided learning and professional development. CAPTRUST interns are expected to maintain professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Obtaining course credit may be possible, depending on the student’s program approval.

We require a minimum of 16 hours per week to fulfill the needs of the internship, with flexible hours based on your school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. We hire YEAR-ROUND, so apply today!

Primary Responsibilities

• Assist on special projects (internal projects and client-specific tasks).
• 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.
• Accept and apply coaching and feedback effectively.
• Support the client services and administrative teams as needed or requested.
• Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role.

Qualifications

Minimum Qualifications:

• Actively pursuing an Undergraduate/Graduate degree; rising Junior or First-Semester Senior.
• All School of Business Majors are encouraged to apply, with Accounting, Finance, Economics, Financial Planning, or Taxation preferred.
• Significant interest in the workings of individual taxation and wealth management.

Desired Qualifications/Skills:

• Strong critical thinker who is a self-starter.
• High-level proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent communication and writing skills.
• Organized, detail-oriented, and able to multitask with a proven ability to plan and achieve results.
• Demonstrate the highest personal ethics and integrity.
• Ability to maintain absolute confidentiality of information.
• Team player, collaborative, and able to work with and through others.

What to Expect from Your Career at CAPTRUST

Our colleagues, like our clients, tend to stay with CAPTRUST for years, and there’s a good 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:

• Ability to build successful, collaborative, and trusting relationships.
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
• 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.
• Inherent desire to give back to our communities and enrich the lives of those around us.
• An other-centered mindset.
• Integrity through maintaining objectivity.

Compensation & Location

Compensation range is $17.00 – $21.00 per hour.

Location: 2375 East Camelback Road #700 | Phoenix, AZ 85018

Due to the nature of the role, this is not a remote or work-from-home position.

How We Build a World-Class Organization

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

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.