This job has closed.

CAPTRUST · 2 weeks ago

Summer Wealth Management Intern - Boston, MA

Boston, MA

Internship

Onsite

Intern

$16/hr - $20/hr

CAPTRUST is seeking a Wealth Management Intern to join their wealth advisory team to provide client and prospective client wealth management solutions. The role involves supporting financial planning, onboarding clients onto the wealth planning platform, and developing strategies to serve clients better.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

Support business development activities with prospective clients and existing clients

Learn eMoney/Wealthview planning software assist in preparing for client meetings

Assist with client/prospective client meeting preparation, notes and follow-ups

Learn CAPTRUST CRM systems; help with customer management and data clean up

Contribute to seminar promotion and lab session prospect meeting

Learn and develop financial planning knowledge and skills

Work closely with financial advisors and other peers on Wealth Team

Qualification

Financial PlanningEMoney/Wealthview SoftwareCRM SystemsMicrosoft Office SuiteCommunication SkillsCritical ThinkingOrganizational SkillsTeam Collaboration

Required

Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior

Relevant Coursework and Major including Accounting, Finance, Economics, Financial Planning or Taxation

Significant interest in learning the business and activities involved with financial planning, estate planning, tax mitigation and wealth management

Strong critical thinker who is a strong self-starter

High-level proficiency in Word, Excel, PowerPoint, Outlook

Excellent communication and writing skills

Organized, detail-oriented and able to multitask with proven ability to plan and achieve results

Demonstrate highest personal ethics and integrity

Ability to maintain absolute confidentiality of information

Team player, collaborative, able to work with and through others

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

Has 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

Possess a strong desire to give back to our communities and enrich the lives of those around us

Emulates an other's centered mindset

Applies integrity through maintaining objectivity