WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern to join our wealth advisory team to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new and existing clients onto our wealth planning platform, and continually developing 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. Obtaining course credit may also be possible, depending on the...
Category
Wealth Management
ID
2025-2090
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-CA-Sacramento
Requisition Post Information* : Posted Date
4 weeks ago(9/17/2025 12:38 PM)
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...
Category
Wealth Management
ID
2025-2087
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-LA-New Orleans
Requisition Post Information* : Posted Date
1 month ago(9/16/2025 5:37 PM)
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...