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 internship in our Lake Success, NY 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...

WHO are we looking for?   CAPTRUST is seeking a full-time summer Wealth Management Intern in our Phoenix, AZ office. This internship 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 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...