Wealth Management Intern

About the Role

CAPTRUST is offering a paid Wealth Management Internship in our Boston, MA office. This project-based and educational internship provides real-world exposure to a professional financial services environment with hands-on learning in financial planning, investment management, and relationship-driven client service.

Compensation range: $25.00 per hour.

Location: One Liberty Square, 13th Floor, Boston, MA 02109 (Not a remote position).

Key Responsibilities

• Prospective Client Development Support

• Coordinate portfolio reviews and second-opinion engagements.

• Collect holdings files, account statements, and supporting documentation from prospective clients.

• Submit Wealth Services Requests (WSRs) and coordinate with portfolio analytics teams.

• Track analytics projects through completion and schedule review meetings.

• Maintain prospect files, opportunity records, and portfolio-analysis workflows.

• Client Onboarding and Asset Transfer Coordination

• Build and maintain onboarding workflows for new advisory clients.

• Create account-mapping documents identifying current assets, registration types, balances, custodians, and recommended account structures.

• Gather and organize documentation required for Fidelity, Schwab, and advisory onboarding.

• Prepare onboarding information packages and transition summaries for Client Management Consultants and service teams.

• Track onboarding progress from prospect stage through fully funded client status.

• CRM and Business Intelligence Administration

• Maintain opportunity, contact, and lead data within internal systems.

• Create and manage prospect workflows, onboarding trackers, and dashboards.

• Support reporting on new-business activity, referral sources, seminar effectiveness, and conversion rates.

• Client Service and Relationship Support

• Respond to prospect and client inquiries regarding scheduling, document requests, portal access, and onboarding processes.

• Assist clients with planning-portal access and document uploads.

• Participate in client meetings, onboarding meetings, and operational reviews.

• Coordinate follow-up communications and track action items.

• Process Improvement and Practice Operations

• Build and maintain advisor operating procedures and training guides.

• Create tracking tools for onboarding, seminar management, client communications, and business development.

• Identify opportunities to improve efficiency, consistency, and scalability within the practice.

• Prospect and Seminar Management

• Coordinate follow-up activities for seminars and marketing events.

• Schedule introductory consultations and other meetings with prospective clients.

• Manage attendee data, participant tracking, lead creation, and CRM updates.

• Monitor and report seminar conversion metrics, attendance trends, demographics, and business-development outcomes.

• Support seminar logistics, attendee communications, confirmations, and post-event follow-up.

Requirements & Tech Stack

• Microsoft Word, Excel, and Outlook proficiency.
• Experience with CRM systems such as Dynamics 365 or Salesforce.
• Familiarity with financial-planning software; eMoney experience is preferred.

Qualifications

• Currently pursuing or recently completed a bachelor’s degree.
• Interest in financial planning, wealth management, investments, retirement planning, or business development.
• Excellent written and verbal communication skills.
• Strong organizational, project-management, and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.
• Detail-oriented approach with strong follow-through and process discipline.
• Progress toward the Certified Financial Planner (CFP) designation or an interest in pursuing the designation.
• Relevant internship, work, or client-service experience.
• Understanding of behavioral finance and its impact on client relationships.
• Advanced Microsoft Excel and spreadsheet-management skills.
• Interest in a long-term career path within financial advisory services, including potential advancement toward a Senior Wealth Advisor role.
• 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.
• Candidates must be legally authorized to work in the United States by their anticipated start date. Employment is subject to verification of work authorization. CAPTRUST is unable to provide employment-based visa sponsorship.