Wealth Management Intern

Wealth Management InternCAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provides exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of wealth planning and wealth management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks. This role will be supervised by an experienced Senior Client Associate. 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. We require a minimum of 16 hours per week to fulfill the need of the internship; hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment.Primary responsibilities may include the following, among others:Assist on special projects (internal projects/client specific)Help team prepare for client meetingsAttend client meetings in a support roleParticipate in cash flow planning/estate planning/cash management/balance sheet planning/operational business planningAccepts and applies coaching and feedbackSupport the client services and administrative teams as needed/requestedBased on business need, this role is to be performed on-site; this is not a remote or hybrid WFH roleMinimum Qualifications:Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior - all School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)Significant interest in the workings of individual taxation and wealth managementDesired Qualifications/Skills:Strong critical thinker who is a strong self-starterHigh-level proficiency in Word, Excel, PowerPoint, OutlookExcellent communication and writing skillsOrganized, detail-oriented and able to multitask with proven ability to plan and achieve resultsDemonstrate highest personal ethics and integrityAbility to maintain absolute confidentiality of informationTeam player, collaborative, able to work with and through othersOur 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.Our Employee Benefits Package shows how much we value our team. Some benefits include:Company discretionary bonus.Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.Paid time off (PTO) or Paid Sick Leave (PSL)Compensation range (depending on location and experience):2375 East Camelback Road #700 | Phoenix, AZ 85016Due to the nature of the role, this is not a remote or work from home position.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.To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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.This position will remain open until filled.