Wealth Management Intern at CAPTRUST

WHO are we looking for?

CAPTRUST is offering a paid Wealth Management Intern in our Pasadena, CA office that will provide exposure to the inner workings of a wealth management firm. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.

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. Primary responsibilities may include the following, among others:

• Lead and assist on special projects (internal projects/client specific)
• Help team prepare for client and prospect meetings
• Attend client and prospect meetings in a support role
• Participate in tax planning/ cash flow planning/estate planning/cash management/balance sheet planning
• Support the client services and administrative teams as needed/requested

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 taxation and wealth management

Desired Qualifications/Skills:

• Strong critical thinker who is a 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 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. Compensation range: $17.00 - $24.00 per hour.

WHERE will you be working?

1055 East Colorado Blvd #200 | Pasadena, CA 91106

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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. 

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.