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 Wealth Management Intern in our Indianapolis, IN 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 client relationship managers who are responsible for maintaining and growing long-term client relationships.   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of...

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...

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 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...

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...