CAPTRUST · 1 day ago
Wealth Management Intern
Chesterton, IN
Internship
Onsite
InternCAPTRUST is seeking a Wealth Management Intern to join their retirement plan advisory and wealth planning team. The role involves supporting marketing efforts, client service projects, financial planning, and onboarding new clients while developing strategies to better serve them.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
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 Client Management Consultant team in the preparation and review of quarterly performance reports
Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
Attending client investment committee meetings to observe (upon invitation from advisor)
Attending Participant Advice sessions with our plan advisors to observe participant meetings
Learn and develop qualified and non-qualified retirement plan knowledge and skill
Work closely with financial advisors, client service, and peers on the Institutional team
Support the transition of client’s financial planning data into our financial planning system, WealthView, specifically the data of clients
Support business development activities such as portfolio analytics and marketing deliverables with prospective clients
Assist in support of updating our Customer Relationship Management System and database
Learn WealthView, BlackDiamond and other planning software(s)
Learn key professional presentation and relationship building skills
Learn and develop financial planning knowledge and skills
Work closely with financial advisors, client service, and peers on the Wealth Planning team
Qualification
Required
Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior preferred
All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred)
Significant interest in the workings of retirement plans and private 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
Benefits
Fully stocked break room
Fun employee events
Opportunities for personal growth
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Founded in 1989
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase