CAPTRUST

“Wealth Management Intern” - Paid

Company:

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.

Responsibilities:

  • 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

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

  • 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

Location:

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)

Compensation:

$17.00 - $24.00 per hour

Interested in this role?

Please let us know if you apply to any internships so we can work with you and follow up with the companies! (You can even cc us on your email at lmumatch@lmu.edu!)