WHO are we looking for?
CAPTRUST is offering a Wealth Management 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,...
Category
Wealth Management
ID
2026-2423
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-AZ-Phoenix
Requisition Post Information* : Posted Date
5 days ago(8/7/2026 2:40 PM)
WHO are we looking for?
CAPTRUST is seeking a part-time, fall semester Wealth Management Internin 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 conversion projects, and administrative tasks. This role will be supervised by an...