Fall Wealth Management Intern

CAPTRUST; Sacramento (CA); On-site; USD 23,000 - 33,000; Full time

Job summary

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This role will be trained in different aspects of financial planning and wealth management and is supervised by a Certified Financial Planner.

The internship runs from June to August with a possibility to accommodate a class workload. Responsibilities include attending client meetings in a support role, gathering client information

Qualifications

• Actively pursuing undergraduate/graduate degree in business, finance, accounting or economics.
• Interest in financial planning and wealth management with CFP pursuit.
• Strong MS Office skills and client service orientation.

Responsibilities

• Attend client meetings in a support role with prep and follow-up tasks.
• Gather client information and assist in creating retirement plans.
• Prepare client accounts and retirement plan reports.
• Learn CAPTRUST portfolio management systems.

Skills

MS Office

Communication

Team player

Confidentiality

Multitasking

Integrity

Education

Undergraduate/Graduate degree in business or related field

Tools

Portfolio management software

Job description

WHO are we looking for?

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner. This will be a full-time position between June and August with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, amongst others:

• Attend client meetings in a support role including meeting preparation and follow-up activities
• Assist with gathering client information and creation of high-quality retirement plans
• Assist in preparing client account and retirement plan reports
• Learn our portfolio management systems

Ad-hoc Research (+/-20%) – Assist in internal research and client specific research projects

Administrative (+/-5%) – Support client services and administrative teams as need

Qualifications

Minimum Qualifications:

• Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
• Any school of business majors (Finance, Accounting, Economics preferred)
• Significant interest in the workings of financial planning and wealth management and intend 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 proven ability to plan and achieve results
• Demonstrate high work ethics and integrity
• Ability to maintain absolute confidentiality of information
• Team player, collaborative, able to work with and through others
• Ability to prioritize tasks and to manage multiple reporting relationships

WHAT can you 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. Compensation range is $17.00-$24.00 per hour.

WHERE will you be working?
740 University Ave | Sacramento, CA 95825
Due to the nature of the role, this is not a remote or work from home position.

HOW do we build a world class organization one brick at a time?
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?

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

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
This position will remain open until filled.