WHO are we looking for?   CAPTRUST is offering a paid internship/co-op program in our Boston, MA 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 wealth management, accounting, trust and tax. Hands-on learning starts day one in this fast-paced environment. As an intern/co-op, you will serve in a support role to multiple client relationship managers who are responsible for maintaining and growing long-term client relationships. There are both full-time and part-time positions available and the program will run between January and May. Primary responsibilities may include the...

WHO are we looking for?   CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors.   Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role.  

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.   CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization “one brick at a time.“   Summer Internship Overview:   The summer internship program at...

WHO are we looking for?    CAPTRUST is offering a paid internship in our Sacramento, CA 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 wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner. This will be a full-time position between June and August with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary...