CAPTRUST

www.captrust.com

3 Jobs

1,703 Employees

About the Company

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.

Listed Jobs

Company Name: CAPTRUST
Job Title: Summer Wealth Management Intern
Job Description: **Job Title:** Summer Wealth Management Intern **Role Summary** Paid internship offering hands-on training in wealth management and financial planning, with supervision from a Certified Financial Planner (CFP). Focus on client support, portfolio systems, and administrative tasks in a fast-paced environment. **Expectations** Full-time summer internship (June–August); flexibility to accommodate class workload. Non-remote position; completion may lead to future full-time opportunities. **Key Responsibilities** - Support financial planning teams by attending client meetings, preparing documentation, and assisting with retirement plan creation. - Gather client data and produce retirement/account reports. - Learn and apply portfolio management software. - Conduct internal and client-specific research projects. - Assist client services and administrative teams with day-to-day tasks. **Required Skills** - Proficiency in Microsoft Office suite (Word, Excel, PowerPoint). - Strong written and verbal communication for client interaction. - Detail-oriented, organized, and capable of multitasking. - High ethical standards, confidentiality, and teamwork. - Ability to prioritize tasks and manage multiple responsibilities. **Required Education & Certifications** - Currently enrolled in an undergraduate/graduate program at an accredited institution. - Business-related major preferred (Finance, Accounting, Economics). - Demonstrated interest in financial planning; intent to pursue CFP credential post-graduation.

Sacramento, United states

On site

Fresher

09-10-2025

Company Name: CAPTRUST
Job Title: Wealth Management Intern
Job Description: **Job title:** Wealth Management Intern **Role Summary:** Provide support to the wealth advisory team by managing client onboarding, data migration to the eMoney platform, and assisting in financial planning and business development activities. Gain hands‑on experience in wealth management processes, CRM systems, and client service while maintaining professional standards and confidentiality. **Expectations:** - Complete internship within the academic year (flexible hours). - Uphold high ethical standards, confidentiality, and professionalism. - Deliver results on time, demonstrating self‑stimulation and teamwork. - Apply for possible course credit approval. **Key Responsibilities:** - Transfer client financial planning data into eMoney system. - Assist in portfolio analytics and business‑development presentations for prospective and existing clients. - Learn and support eMoney, CAPTRUST CRM, and life‑insurance design processes. - Prepare materials for client/prospective client meetings. - Clean and maintain client files within the CRM. - Contribute to research, project initiatives, and ad‑hoc tasks under deadlines. - Collaborate closely with financial advisors, client‑service staff, and peers on the Wealth Planning team. **Required Skills:** - Strong critical thinker, self‑starter, and detail‑oriented. - Proficient in Microsoft Word, Excel, PowerPoint, Outlook. - Excellent written and verbal communication. - Ability to multitask, prioritize, and meet tight deadlines. - High personal ethics, integrity, and confidentiality. - Team player with a collaborative mindset. **Required Education & Certifications:** - Actively pursuing an undergraduate or graduate degree (Junior or Senior). - School of Business majors: Accounting, Finance, Economics, Financial Planning, Taxation (preferred). - No specific certifications required; professional development in wealth management and financial planning acceptable.

Draper, United states

On site

Fresher

02-11-2025