Wealth Management Intern

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

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.

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.

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 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

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.