WHO are we looking for? CAPTRUST is seeking a Wealth Management Intern in The Woodlands, TX 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 investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple Wealth Advisors and Client Service Associates who are responsible for maintaining and growing long-term client relationships. Primary responsibilities may include the following, among others: Collect, organize, and synthesize personal and financial client information Construct financial and retirement projections using Money Guide Pro Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs Participate in client meetings and support Wealth Advisors in capturing client wishes via meeting notes and delivering follow up planning strategies Create deliverables for client engagements Coordinate planning recommendations implementation with outside professionals Continuously monitor clients’ financial situations with detail and accuracy with CRM and other technology tools Be available to field ad hoc planning questions from clients Conduct research projects on recent developments in the wealth management industry Manage social media channels and publish blog posts Assist with internal workflow system upgrades and development Minimum Qualifications: Actively pursuing undergraduate degree from an accredited institution, college, or university Interest in working towards CFP or other relevant industry designation Desired Skills/Qualifications: Demonstrated passion for the Financial Planning profession Excels with organization and structure yet is a creative thinker Strong financial and analytical skills Strong persuasive and interpersonal skills Ability to identify, meet and follow through with client needs and requirements Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude Able to work independently Organized, with a strong attention to detail Able to perform multiple tasks efficiently Show confidence when dealing with clients and the Wealth Advisors Knowledge of Microsoft Office suite Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus 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. WHERE will you be working? 1725 Hughes Landing Blvd. 880 | The Woodlands, TX 77380 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. 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