WHO are we looking for? CAPTRUST is seeking an Institutional/Wealth Planner Intern to join our retirement plan advisory and wealth planning team. This includes support of our marketing efforts, ongoing client service projects, financial planning, onboarding new and wealth and institutional clients, and working with us to develop new strategies and solutions to better serve our clients.   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Completion of an internship may lead to, but does not guarantee, future full-time...

WHO are we looking for?   CAPTRUST is offering a paid Tax Internship in our New Orleans, LA 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...

WHO are we looking for?   CAPTRUST is offering a paid Spring Tax Intern in our Phoenix, AZ office that provides hands-on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation technology.   As a CAPTRUST intern, you will learn from industry experts about tax planning and compliance, client service, meeting preparation, and special projects. This internship is designed to give you practical skills that set you apart in the job market. Completion of 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...