WHO are we looking for?
CAPTRUST is seeking a part-time Wealth Management Intern in our Phoenix, AZ office. This internship 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. This position will be trained on different aspects of wealth planning and wealth management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion...
Category
Wealth Management
ID
2025-2027
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-AZ-Phoenix
Requisition Post Information* : Posted Date
1 week ago(7/16/2025 12:09 PM)
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,...