Wealth Management Career Development Opportunity
1 week ago
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 OverviewThis 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
- 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
- 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
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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