Wealth Management Intern

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 student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND! Primary responsibilities may include the following, among others:Support the transition of client’s financial planning data into our system, eMoneySupport business development activities such as portfolio analytics with prospective clients and existing clientsLearn eMoneyLearn general life insurance design/review processAssist with client/prospective client meeting preparationLearn CAPTRUST CRM systems and help with file clean upContribute to new research, project initiatives and ad hoc projects within required deadlinesLearn and develop financial planning knowledge and skillsWork closely with financial advisors, client service, and peers on the Wealth Planning teamMinimum Qualifications:Actively pursuing Undergraduate/Graduate degree; rising Junior or SeniorAll School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred))Significant interest in the workings of individual wealth managementDesired Qualifications/Skills:Strong critical thinker who is a strong self-starterHigh-level proficiency in Word, Excel, PowerPoint, OutlookExcellent communication and writing skillsOrganized, detail-oriented and able to multitask with proven ability to plan and achieve resultsDemonstrate highest personal ethics and integrityAbility to maintain absolute confidentiality of informationTeam player, collaborative, able to work with and through othersPerks and Other Benefits:Paid InternshipWHERE will you be working?13961 S Minuteman Dr. Suite 300 | Draper, UT 84020Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteAre you the next brick?To get it done the “CAPTRUST Way”, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex informationHas a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challengesPossess a strong desire to give back to our communities and enrich the lives of those around usEmulates an other’s centered mindsetApplies integrity through maintaining objectivityEEO/Diversity Statement:At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internshipThis position will remain open until filled.

Created: 2025-09-22