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Wealth Management Intern



20d ago

  • Internship
    Off-cycle Internship
  • Banking & Finance
  • Sacramento

AI generated summary

  • You must be pursuing a degree in finance, accounting, or economics, with a strong interest in wealth management and CFP certification. Proficient in Microsoft Office, organized, detail-oriented, and possess excellent communication skills with a high work ethic and ability to maintain confidentiality. Team player with strong multitasking and prioritization abilities.
  • You will assist with phone calls, client greetings, CRM data clean up, client services, administrative tasks, and research projects to support the wealth management team.


  • Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
  • Any school of business majors (Finance, Accounting, Economics preferred)
  • Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
  • Desired Qualifications/Skills:
  • Strong self-starter
  • High-level proficiency in Microsoft Office suite programs
  • Excellent communication and client service skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate high work ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Team player, collaborative, able to work with and through others
  • Ability to prioritize tasks and to manage multiple reporting relationships


  • Assist with answer phones and greeting clients
  • Learn CAPTRUST CRM systems and help with file clean up
  • Support client services and administrative teams as need
  • Assist in internal research and client specific research projects


Is this internship paid?

Yes, this internship at CAPTRUST in Sacramento, CA is a paid position.

We are building financial foundations. How can we help you?

Founded Year

Mission & Purpose

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.