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Wealth Management Intern - Summer 2025

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CAPTRUST

27d ago

  • Internship
    Full-time
    Summer Internship
  • Sales & Business Development
    Banking & Finance
  • Allentown

AI generated summary

  • You must be a rising Junior or First-Semester Senior in a business major, skilled in Excel and communication, organized, ethical, and interested in wealth management.
  • You will support client meetings, assist in special projects, engage in financial planning, accept feedback, and aid client services, all while working on-site and presenting a case study.

Requirements

  • Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior
  • All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)
  • Significant interest in the workings of wealth management
  • Strong critical thinker and self-starter
  • High-level proficiency in Word, Excel, PowerPoint, Outlook
  • Excellent communication and writing skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate highest personal ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Team player, collaborative, able to work with and through others

Responsibilities

  • Assist on special projects (internal projects/client specific)
  • Help team prepare for client meetings
  • Attend client meetings in a support role
  • Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
  • Accepts and applies coaching and feedback
  • Support the client services and administrative teams as needed/requested
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
  • A case study will be provided in the first week of the program with the interns presenting findings/results to FA Team the last week

FAQs

What is the duration of the Wealth Management Intern program?

The program will run for nine weeks, starting on June 2, 2025, and ending on August 1, 2025.

Where will the internship be located?

The internship will be on-site at our Allentown, PA office located at 600 Hamilton Street, Suite 900.

What are the required working hours for the internship?

Interns are expected to work Monday through Thursday from 9 am to 5 pm and Fridays from 9 am to 4 pm.

Can I apply if I am not a Business School Major?

No, the internship is preferred for students majoring in Accounting, Finance, Economics, Financial Planning, or Taxation.

Is this internship paid?

The job description does not specify whether the internship is paid or not; further details can be obtained during the application process.

Will I receive training during the internship?

Yes, interns will receive training on different aspects of wealth planning, wealth management, insurance, and specific software used throughout the firm.

What kind of tasks will I be responsible for as an intern?

Interns will assist with client service, meeting preparation, special projects, cash flow and estate planning, and administrative tasks.

Is there a possibility of future employment after the internship?

Completing an internship may lead to, but does not guarantee, future full-time employment.

What skills are desired for this internship position?

Desired skills include strong critical thinking, proficiency in Microsoft Office, excellent communication and writing skills, and the ability to work well in teams.

What is the company culture like at CAPTRUST?

CAPTRUST emphasizes a great culture with opportunities for personal growth, teamwork, and a commitment to high standards, along with various employee events and amenities.

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CAPTRUST

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

Finance
Industry
1001-5000
Employees
1989
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.