WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern in our Allentown, PA office that will provide exposure to the inner workings of a wealth management firm. The program will begin on June 2, 2025, ending August 1, 2025 (9 weeks) for hands-on learning in a fast-paced environment. This position will be trained on different aspects of wealth planning, wealth management and insurance. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, assisting with client service, meeting preparation, projects, and administrative tasks. This role will be supervised by an...
Category
Wealth Management
ID
2024-1827
# of Total Openings
4
Workplace Type
on-site
Job Locations
US-AZ-Phoenix
Requisition Post Information* : Posted Date
3 weeks ago(10/31/2024 5:02 PM)
WHO are we looking for?
CAPTRUST is offering a paid Tax Internship in our Pheonix, AZ 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...
Category
Tax
ID
2024-1814
# of Total Openings
1
Workplace Type
on-site
Job Locations
US-MN-Wayzata
Requisition Post Information* : Posted Date
2 months ago(10/3/2024 3:11 PM)
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...