Wealth Management Career Development Opportunity

1 week ago


Phoenix, Arizona, United States CAPTRUST Full time
About CAPTRUST

CAPTRUST is a wealth management firm with a robust tax practice. We offer a paid internship in our Phoenix, AZ office that provides exposure to the inner-workings of a wealth management company.

Job Overview

This internship is designed for individuals who are actively pursuing an undergraduate or graduate degree in a School of Business major, preferably Accounting, Finance, Economics, Financial Planning, or Taxation. The ideal candidate will have a significant interest in individual taxation and wealth management.

Responsibilities
  • Assist on special projects (internal projects/client specific)
  • Help team prepare for client meetings
  • Attend client meetings in a support role
  • Participate in cash flow planning/estate planning/cash management/balance sheet planning/operational business planning
  • Accepts and applies coaching and feedback
  • Support the client services and administrative teams as needed/requested
Qualifications
  • Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester 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
Benefits
  • Paid internship with a competitive hourly rate of $17.00-$21.00 per hour
  • Fully stocked break room and fun employee events
  • A quality team surrounding you with opportunities for personal growth
Location

3200 East Camelback Road #700 | Phoenix, AZ 85018

How to Succeed at CAPTRUST
  • 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

CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.



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