intern | Wealth Management
CAPTRUST, Nashville, TN, United States
CAPTRUST is offering a paid internship in our Brentwood, TN 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 wealth management. Hands‑on learning starts day one in this fast‑paced environment. The intern will also be trained in multiple software used throughout the firm. The role will be supervised by a Certified Financial Planner. The internship is full‑time, running between June and August with a schedule flexible enough to accommodate class coursework. Completion of the internship may lead to, but does not guarantee, future full‑time employment.
Responsibilities
Financial Planning/Para‑planner Activities
Attend client meetings in a support role, including meeting preparation and follow‑up activities
Assist with gathering client information and creating high‑quality retirement plans
Assist in preparing client account and retirement plan reports
Learn our portfolio management systems
Ad‑hoc Research
Assist in internal research and client‑specific research projects
Administrative
Support client services and administrative teams as needed
Qualifications
Actively pursuing an undergraduate or graduate degree at an accredited institution, college, or university
Business area majors, especially Finance, Accounting, or Economics (preferred)
Significant interest in financial planning and wealth management, with intent to pursue the CFP designation after graduation
Strong self‑starter
High‑level proficiency in Microsoft Office suite programs
Excellent communication and client service skills
Organized, detail‑oriented, and able to multitask with proven ability to plan and achieve results
Demonstrate high work ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to prioritize tasks and manage multiple reporting relationships
What can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. It’s a great culture that fosters growth and encourages high standards. At CAPTRUST, you will be part of a supportive team that offers significant personal growth opportunities.
Location
5314 Maryland Way, Suite 300 | Brentwood, TN 37027
Due to the nature of the role, this is not a remote or work‑from‑home position.
How we build a world‑class organization one brick at a time?
We prioritize hiring those with a commitment to service, a genuine interest in others, and a passion for continuous improvement. We aim to build a team built on quality and depth.
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand communication
Strong sense of urgency for getting work done and solving problems to achieve results for clients and colleagues
Desire to give back to communities and enrich lives of others
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. We maintain a workplace free from harassment, discrimination, or retaliation on the basis of sex, gender, race, religion, color, national origin, ancestry, disability, genetic information, age, sexual orientation, gender identity or expression, veteran status, or any other protected status.
This position will remain open until filled.
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Responsibilities
Financial Planning/Para‑planner Activities
Attend client meetings in a support role, including meeting preparation and follow‑up activities
Assist with gathering client information and creating high‑quality retirement plans
Assist in preparing client account and retirement plan reports
Learn our portfolio management systems
Ad‑hoc Research
Assist in internal research and client‑specific research projects
Administrative
Support client services and administrative teams as needed
Qualifications
Actively pursuing an undergraduate or graduate degree at an accredited institution, college, or university
Business area majors, especially Finance, Accounting, or Economics (preferred)
Significant interest in financial planning and wealth management, with intent to pursue the CFP designation after graduation
Strong self‑starter
High‑level proficiency in Microsoft Office suite programs
Excellent communication and client service skills
Organized, detail‑oriented, and able to multitask with proven ability to plan and achieve results
Demonstrate high work ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to prioritize tasks and manage multiple reporting relationships
What can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. It’s a great culture that fosters growth and encourages high standards. At CAPTRUST, you will be part of a supportive team that offers significant personal growth opportunities.
Location
5314 Maryland Way, Suite 300 | Brentwood, TN 37027
Due to the nature of the role, this is not a remote or work‑from‑home position.
How we build a world‑class organization one brick at a time?
We prioritize hiring those with a commitment to service, a genuine interest in others, and a passion for continuous improvement. We aim to build a team built on quality and depth.
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand communication
Strong sense of urgency for getting work done and solving problems to achieve results for clients and colleagues
Desire to give back to communities and enrich lives of others
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. We maintain a workplace free from harassment, discrimination, or retaliation on the basis of sex, gender, race, religion, color, national origin, ancestry, disability, genetic information, age, sexual orientation, gender identity or expression, veteran status, or any other protected status.
This position will remain open until filled.
#J-18808-Ljbffr