Wealth Management Intern

CAPTRUST; Boston (MA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Break room amenities

Employee events

Career development opportunities

Job summary

Captrust is offering a paid Wealth Management Internship in our Boston, MA office that provides exposure to a wealth management firm. The program is project-based and educational, with hands-on learning in financial planning, investment management, and client service.

Interns will support client onboarding, CRM administration, and business intelligence tasks, building workflows, dashboards, and reports while gaining exposure to advisory relationships and practice operations.

Qualifications

• Currently pursuing or recently completed a bachelor’s degree.
• Interest in financial planning, wealth management, investments, retirement planning, or business development.
• Excellent written and verbal communication skills.
• Strong organizational, project-management, and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.
• Detail-oriented approach with strong follow-through and process discipline.
• Proficiency with Microsoft Word, Excel, and Outlook.

Responsibilities

• Coordinate portfolio reviews and second‑opinion engagements.
• Build onboarding workflows for new advisory clients.
• Maintain opportunity, contact, and lead data within internal systems.
• Create and manage prospect workflows, onboarding trackers, and dashboards.
• Respond to prospect and client inquiries regarding scheduling, document requests, portal access, and onboarding processes.
• Identify opportunities to improve efficiency, consistency, and scalability within the practice.

Skills

Communication

Organizational skills

Project management

Microsoft Office

Education

Bachelor's degree (in progress or completed)

Tools

Salesforce

Dynamics 365

Job description

WHO are we looking for?

CAPTRUST is offering a paid Wealth Management Internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. The internship program provides real-world exposure to a professional financial services environment, with hands‑on learning in financial planning, investment management, and relationship‑driven client service.

Key Responsibilities

Prospective Client Development Support

• Coordinate portfolio reviews and second‑opinion engagements.
• Collect holdings files, account statements, and supporting documentation from prospective clients.
• Submit Wealth Services Requests (WSRs) and coordinate with portfolio analytics teams.
• Track analytics projects through completion and schedule review meetings.
• Maintain prospect files, opportunity records, and portfolio‑analysis workflows.

Client Onboarding and Asset Transfer Coordination

• Build and maintain onboarding workflows for new advisory clients.
• Create account‑mapping documents identifying current assets, registration types, balances, custodians, and recommended account structures.
• Gather and organize documentation required for Fidelity, Schwab, and advisory onboarding.
• Prepare onboarding information packages and transition summaries for Client Management Consultants and service teams.
• Track onboarding progress from prospect stage through fully funded client status.

CRM and Business Intelligence Administration

• Maintain opportunity, contact, and lead data within internal systems.
• Create and manage prospect workflows, onboarding trackers, and dashboards.
• Support reporting on new‑business activity, referral sources, seminar effectiveness, and conversion rates.

Client Service and Relationship Support

• Respond to prospect and client inquiries regarding scheduling, document requests, portal access, and onboarding processes.
• Assist clients with planning‑portal access and document uploads.
• Participate in client meetings, onboarding meetings, and operational reviews.
• Coordinate follow‑up communications and track action items.

Process Improvement and Practice Operations

• Build and maintain advisor operating procedures and training guides.
• Create tracking tools for onboarding, seminar management, client communications, and business development.
• Identify opportunities to improve efficiency, consistency, and scalability within the practice.
• Prospect and Seminar Management
• Coordinate follow‑up activities for seminars and marketing events.

Prospect and Seminar Management

• Coordinate follow‑up activities for seminars and marketing events.
• Schedule introductory consultations and other meetings with prospective clients.
• Manage attendee data, participant tracking, lead creation, and CRM updates.
• Monitor and report seminar conversion metrics, attendance trends, demographics, and business‑development outcomes.
• Support seminar logistics, attendee communications, confirmations, and post‑event follow‑up.

Qualifications

Minimum Qualifications

• Currently pursuing or recently completed a bachelor’s degree.
• Interest in financial planning, wealth management, investments, retirement planning, or business development.
• Excellent written and verbal communication skills.
• Strong organizational, project‑management, and time‑management skills.
• Ability to manage multiple priorities in a fast‑paced environment while meeting deadlines
• Detail‑oriented approach with strong follow‑through and process discipline.
• Proficiency with Microsoft Word, Excel, and Outlook.

Preferred Qualifications

• Progress toward the Certified Financial Planner (CFP) designation or an interest in pursuing the designation.
• Relevant internship, work, or client‑service experience.
• Understanding of behavioral finance and its impact on client relationships.
• Advanced Microsoft Excel and spreadsheet‑management skills.
• Experience with CRM systems such as Dynamics 365 or Salesforce.
• Familiarity with financial‑planning software; eMoney experience is preferred.
• Interest in a long‑term career path within financial advisory services, including potential advancement toward a Senior Wealth Advisor role.

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 $25.00 per hour.

WHERE will you be working?

One Liberty Square 13th Floor, Boston, MA 02109. 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. #intern

Work Authorization

Candidates must be legally authorized to work in the United States by their anticipated start date. Employment is subject to verification of work authorization as required by applicable law. The Company is unable to provide employment-based visa sponsorship for this position, now or in the future.