WHO are we looking for?   CAPTRUST is seeking a Wealth Management Intern in The Woodlands, 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 seeking a part-time Institutional Client Service Intern in our Phoenix, AZ office to join our Client Management team. The position will provide exposure to the inner-workings of a firm with diversified practice lines including institutional advisory, private wealth management, and a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of institutional advisory and investment consulting. The intern will also be trained on specific software used throughout the firm. Responsibilities include, assisting with client service, meeting preparation,...