Overview
Wealth Management Intern Jobs in Draper, UT at CAPTRUST
Title: Wealth Management Intern
Company: CAPTRUST
Location: Draper, UT
WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing strategies and solutions to better serve our clients.
CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among others:
Responsibilities
- Support the transition of client’s financial planning data into our system, eMoney
- Support business development activities such as portfolio analytics with prospective clients and existing clients
- Learn eMoney
- Learn general life insurance design/review process
- Assist with client/prospective client meeting preparation
- Learn CAPTRUST CRM systems and help with file clean up
- Contribute to new research, project initiatives and ad hoc projects within required deadlines
- Learn and develop financial planning knowledge and skills
- Work closely with financial advisors, client service, and peers on the Wealth Planning team
Qualifications
Minimum Qualifications:
- Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
- All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred))
- Significant interest in the workings of individual wealth management
Desired Qualifications/Skills:
- 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
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.
Perks and Other Benefits:
Paid Internship
WHERE will you be working?
13961 S Minuteman Dr. Suite 300 | Draper, UT 84020
Due to the nature of the role, this is not a remote or work from home position.
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
- 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
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.#intern
This position will remain open until filled.