WHO are we looking for? CAPTRUST is seeking an Institutional/Wealth Planner Intern to join our retirement plan advisory and wealth planning team. This includes support of our marketing efforts, ongoing client service projects, financial planning, onboarding new and wealth and institutional clients, and working with us to develop new strategies and solutions to better serve our clients.   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Completion of an internship may lead to, but does not...

WHO are we looking for?   CAPTRUST is offering a paid internship in The Dallas, TX 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 investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple Wealth Advisors and Client Service Associates who are responsible for maintaining and growing long-term client relationships. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is offering a paid Tax Internship in our Dallas, TX office that will provide exposure to the inner workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.   CAPTRUST interns must maintain...

WHO are we looking for?   CAPTRUST is offering a paid internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. Our overall goal is to provide interns with a broad overview of the investment management and wealth management industries and give them some exposure to the type of work such a career path entails. Interns will study fundamental investment terminology, asset allocation and diversification, and the impact of central bank policy on the capital markets. Interns will also conduct both micro and macro investment research and will evaluate sample clients from an estate and...

WHO are we looking for?   CAPTRUST is seeking a Tax Intern in our Wayzata, MN office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight...