WHO are we looking for?   CAPTRUST is seeking an Institutional Client Service Intern in our Phoenix, AZ office to join our Institutional Client Management Team to provide client and prospect support. The position will provide exposure to the inner-workings of a firm with diversified practice lines including institutional advisory, private wealth management, and a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of institutional advisory and investment consulting. The intern will also be trained on specific software used throughout the firm. Responsibilities include, assisting...

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 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. This role will be supervised by an experienced Senior...