CAPTRUST

Job Listings


Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Click column header to sort

Search Results Page 1 of 1

Job Locations US-AZ-Phoenix
Requisition Post Information* : Posted Date 1 month ago(1/5/2023 11:19 AM)
WHO are we looking for?    CAPTRUST is offering a paid internship in our Phoenix, 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. This position will be trained on different aspects of wealth planning and 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 projects, and administrative tasks.    CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. We require a minimum of 16 hours per week to fulfill the need of the internship; hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND!
Category
Wealth Management
ID
2023-1369
# of Total Openings
1
Workplace Type
Onsite
Job Locations US-CA-Sacramento
Requisition Post Information* : Posted Date 1 month ago(1/4/2023 8:30 AM)
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 responsibilities may include the following, amongst others:
Category
Wealth Management
ID
2023-1349
# of Total Openings
1
Workplace Type
Onsite
Job Locations US-AZ-Phoenix
Requisition Post Information* : Posted Date 1 month ago(1/4/2023 8:30 AM)
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."   Position Overview: CAPTRUST is offering a paid Tax internship in our Phoenix, 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 professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND!
Category
Tax
ID
2022-1319
# of Total Openings
1
Workplace Type
Onsite