Wealth Management Intern at CAPTRUST in The Woodlands, TX

Summary: 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, serving in a support role to multiple Wealth Advisors and Client Service Associates. Responsibilities: - 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 Required Qualifications: - Actively pursuing undergraduate degree from an accredited institution, college, or university - Interest in working towards CFP or other relevant industry designation - 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 Preferred Qualifications: - Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus Required Skills: Financial Planning, Analytical Skills, Money Guide Pro Important Skills: Microsoft Office, Charles Schwab, Redtail CRM Nice-to-Have Skills: Interpersonal Skills, Organizational Skills, Problem Solving, Attention to Detail Benefits: Fully stocked break room, Fun employee events, Opportunities for personal growth