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Wealth Management Intern
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Intern
- CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions.
- This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing strategies and solutions to better serve our clients.
- Support the transition of client’s financial planning data into our system, eMoney
- Learn CAPTRUST CRM systems and help with file clean up
- Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
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