Wealth Management Intern

WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern in our Indianapolis, IN 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 client relationship managers who are responsible for maintaining and growing long-term client relationships.
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. 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

Attend client meetings in a support role including meeting preparation and follow-up activities
Learn CAPTRUST CRM systems and help with file clean up
Assist in internal research and client specific research projects
Support the client services and administrative teams as needed/requested
Qualifications
Minimum Qualifications:

Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
Our ideal candidate is a junior or senior
Any school of business majors (Finance, Accounting, Economics preferred)
Significant interest in the working in wealth management
Personal Skills:

Ability to prioritize tasks
Excellent organizational skills with attention to detail and follow-through
Possesses analytical and problem-solving skills
Excellent communication skills
Possesses excellent listening skills
Possesses a positive, “can-do” attitude at all times
Eagerness to learn and increase responsibilities
Desired Qualifications/Skills:

Organized Analytical Skills
Problem Solving
Multitasking
Communication Skills
Microsoft Excel
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?
9100 Keystone Crossing #700 | Indianapolis, IN 46240
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.
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.