WHO are we looking for?
CAPTRUST is offering a paid internship in our Greenville, SC 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...
Category
Wealth Management
ID
2025-1955
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-TX-Dallas
Requisition Post Information* : Posted Date
4 weeks ago(3/21/2025 5:24 PM)
WHO are we looking for?
CAPTRUST is offering a paid internship in The Dallas, 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:
Category
Tax
ID
2025-1927
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-TX-Dallas
Requisition Post Information* : Posted Date
1 month ago(3/14/2025 7:27 PM)
WHO are we looking for?
CAPTRUST is offering a paid Tax Internship in our Dallas, TX 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...
Category
Tax
ID
2025-1915
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-MN-Wayzata | US-AZ-Phoenix
Requisition Post Information* : Posted Date
6 months ago(10/3/2024 3:11 PM)
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...