Large

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. 



Finance

CAPTRUST

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

You must be pursuing a relevant degree, have a passion for Financial Planning, strong analytical and interpersonal skills, be organized, detail-oriented, and proficient in Microsoft Office.

You will collect client information, assist in financial planning, attend meetings, create deliverables, coordinate implementations, monitor finances, address client questions, and conduct research.

Customer Relations

Banking & Finance

Dallas

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div></div><div><br>
CAPTRUST is offering a paid internship in The Dallas, TX 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 investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple Wealth Advisors and Client Service Associates who are responsible for maintaining and growing long-term client relationships. Primary responsibilities may include the following, among others:</div>
Responsibilities:
<ul><li>Collect, organize, and synthesize personal and financial client information</li><li>
Construct financial and retirement projections</li><li>
Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs</li><li>
Participate in client meetings and support Wealth Advisors in capturing client wishes via meeting notes and delivering follow up planning strategies</li><li>
Create deliverables for client engagements</li><li>
Coordinate planning recommendations implementation with outside professionals</li><li>
Continuously monitor clients&rsquo; financial situations with detail and accuracy with CRM and other technology tools</li><li>
Be available to field ad hoc planning questions from clients</li><li>
Conduct research projects on recent developments in the wealth management industry</li></ul>
Qualifications:
<div>
Minimum Qualifications:</div><br>
<div></div><ul><li>
Working towards bachelor&rsquo;s degree in a related field</li><li>
Interest in working towards CFP or other relevant industry designation</li></ul><div>
Desired Qualifications/Skills:</div><ul><li>
Demonstrated passion for the Financial Planning profession</li><li>
Excels with organization and structure yet is a creative thinker</li><li>
Strong financial and analytical skills</li><li>
Strong persuasive and interpersonal skills</li><li>
Ability to identify, meet and follow through with client needs and requirements</li><li>
Must be a self-starter, problem solver and a goal-oriented team player with a &lsquo;no job is beneath me&rsquo; attitude</li><li>
Able to work independently</li><li>
Organized, with a strong attention to detail</li><li>
Able to perform multiple tasks efficiently</li><li>
Show confidence when dealing with clients and the Wealth Advisors</li><li>
Knowledge of Microsoft Office suite</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div><br>
Our Employee Benefits Package shows how much we value our team.</div><ul><li>
Employee ownership opportunities</li><li>
Brick Bonus success sharing program</li><li>
Comprehensive health coverage + Personify wellness platform</li><li>
401(k) program with a 5% employer match + financial planning for colleagues</li></ul><div><b>
WHERE will you be working?</b></div><div></div><div><br>
5005 LBJ Freeway #1313 | Dallas, TX 75244</div><div></div><div><br>
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. #LI-Hybrid</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><div></div><div><br>
To get it done the <i>CAPTRUST Way</i>, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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 challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><i>
EEO/Diversity Statement:</i></div><div></div><div><br>
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.</div><div></div><div><br>
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. #Internship</div></div>

Overview:

WHO are we looking for?
CAPTRUST is offering a paid internship in The Dallas, TX 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 investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple Wealth Advisors and Client Service Associates who are responsible for maintaining and growing long-term client relationships. Primary responsibilities may include the following, among others:
Responsibilities:
Collect, organize, and synthesize personal and financial client information
Construct financial and retirement projections
Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs
Participate in client meetings and support Wealth Advisors in capturing client wishes via meeting notes and delivering follow up planning strategies
Create deliverables for client engagements
Coordinate planning recommendations implementation with outside professionals
Continuously monitor clients’ financial situations with detail and accuracy with CRM and other technology tools
Be available to field ad hoc planning questions from clients
Conduct research projects on recent developments in the wealth management industry
Qualifications:

Minimum Qualifications:

Working towards bachelor’s degree in a related field
Interest in working towards CFP or other relevant industry designation
Desired Qualifications/Skills:
Demonstrated passion for the Financial Planning profession
Excels with organization and structure yet is a creative thinker
Strong financial and analytical skills
Strong persuasive and interpersonal skills
Ability to identify, meet and follow through with client needs and requirements
Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
Able to work independently
Organized, with a strong attention to detail
Able to perform multiple tasks efficiently
Show confidence when dealing with clients and the Wealth Advisors
Knowledge of Microsoft Office suite
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
5005 LBJ Freeway #1313 | Dallas, TX 75244
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. #LI-Hybrid
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are 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 relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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 challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/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. #Internship

Tax Intern - CAPTRUST

Tax Intern

You must be a rising Junior or Senior in business (Accounting/Taxation preferred) with strong critical thinking, communication skills, and proficiency in Office tools.

You will assist with tax planning, prepare for client meetings, participate in special projects, and support client services and admin teams as needed.

Accounting & Tax

Business, Operations & Strategy

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div><br>
</div><div>CAPTRUST is offering a paid <b><i>Tax Internship</i></b> in our Dallas, TX office that will 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. 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.</div><div><br>
</div><div>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&rsquo;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:</div>
Responsibilities:
<ul><li>Assist on special projects (internal projects/client specific)</li><li>
Assist with tax planning and preparation</li><li>
Help team prepare for client meetings</li><li>
Attend client meetings in a support role</li><li>
Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning</li><li>
Support the client services and administrative teams as needed/requested</li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><br>
<div></div><ul><li>
Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior</li><li>
All School of Business Majors (Accounting or Taxation preferred)</li><li>
Significant interest in the workings of individual taxation and wealth management</li></ul><div><i>
Desired Qualifications/Skills:</i></div><br>
<div></div><ul><li>
Strong critical thinker who is a strong self-starter</li><li>
High-level proficiency in Word, Excel, PowerPoint, Outlook</li><li>
Excellent communication and writing skills</li><li>
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results</li><li>
Demonstrate highest personal ethics and integrity</li><li>
Ability to maintain absolute confidentiality of information</li><li>
Team player, collaborative, able to work with and through others</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div><br>
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Employee ownership opportunities</li><li>
Brick Bonus success sharing program</li><li>
Comprehensive health coverage + Virgin Pulse wellness platform</li><li>
401(k) program with a 5% employer match + financial planning for colleagues</li></ul><div><b>
WHERE will you be working?</b></div><div></div><div><br>
5005 LBJ Freeway #1313 | Dallas, TX 75244</div><div></div><div><br>
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><div></div><div><br>
To get it done the <i>CAPTRUST Way</i>, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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 challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><i>
Perks and Others Benefits:</i></div><div>
Paid Internship</div><div></div><div><i><br>
EEO/Diversity Statement:</i></div><div></div><div><br>
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.</div><div></div><div><br>
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. #internship</div></div>

Overview:

WHO are we looking for?
CAPTRUST is offering a paid Tax Internship in our Dallas, TX office that will 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. 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.
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:
Responsibilities:
Assist on special projects (internal projects/client specific)
Assist with tax planning and preparation
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
Support the client services and administrative teams as needed/requested
Qualifications:

Minimum Qualifications:

Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
All School of Business Majors (Accounting or Taxation preferred)
Significant interest in the workings of individual taxation and wealth management
Desired Qualifications/Skills:

Strong critical thinker who is a strong 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
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Virgin Pulse wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
5005 LBJ Freeway #1313 | Dallas, TX 75244
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are 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 relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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 challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
Perks and Others Benefits:
Paid Internship
EEO/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. #internship

Tax Intern – Summer 2025 - CAPTRUST

Tax Intern – Summer 2025

You must be pursuing a degree in finance, accounting, or economics, have a strong interest in financial planning, and be proficient in Microsoft Office. Excellent communication, organization, and teamwork skills are essential.

You will assist in financial planning, attend client meetings, prepare reports, conduct research, and support administrative tasks while learning portfolio management systems.

Sacramento

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div></div><div><br>
CAPTRUST is offering a 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, future full-time employment. Primary responsibilities may include the following, amongst others:</div>
Responsibilities:
<ul><li>Financial Planning/Para-planner activities (+/-50%)<ul><li>
Attend client meetings in a support role including meeting preparation and follow-up activities</li><li>
Assist with gathering client information and creation of high-quality retirement plans</li><li>
Assist in preparing client account and retirement plan reports</li><li>
Learn our portfolio management systems</li></ul></li><li>
Ad-hoc Research (+/-45%) &ndash; Assist in internal research and client specific research projects</li><li>
Administrative (+/-5%) &ndash; Support client services and administrative teams as need</li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><ul><li>
Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university</li><li>
Any school of business majors (Finance, Accounting, Economics preferred)</li><li>
Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation</li></ul><div></div><div><i><br>
Desired Qualifications/Skills:</i></div><ul><li>
Strong self-starter</li><li>
High-level proficiency in Microsoft Office suite programs</li><li>
Excellent communication and client service skills</li><li>
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results</li><li>
Demonstrate high work ethics and integrity</li><li>
Ability to maintain absolute confidentiality of information</li><li>
Team player, collaborative, able to work with and through others</li><li>
Ability to prioritize tasks and to manage multiple reporting relationships</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $15.00-$18.00 per hour.</div><div></div><div><b><br>
WHERE will you be working?</b></div><div></div><div><br>
740 University Ave | Sacramento, CA 95825</div><div></div><div><br>
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><ul><li>
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</li><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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 challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div></div><div><i><br>
EEO/Diversity Statement:</i></div><div>
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.</div><div>
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. #internship</div></div><div></div>

Overview:

WHO are we looking for?
CAPTRUST is offering a 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, future full-time employment. Primary responsibilities may include the following, amongst others:
Responsibilities:
Financial Planning/Para-planner activities (+/-50%)
Attend client meetings in a support role including meeting preparation and follow-up activities
Assist with gathering client information and creation of high-quality retirement plans
Assist in preparing client account and retirement plan reports
Learn our portfolio management systems
Ad-hoc Research (+/-45%) – Assist in internal research and client specific research projects
Administrative (+/-5%) – Support client services and administrative teams as need
Qualifications:

Minimum Qualifications:
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
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $15.00-$18.00 per hour.
WHERE will you be working?
740 University Ave | Sacramento, CA 95825
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are 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 relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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 challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/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. #internship

Wealth Management Intern - CAPTRUST

Wealth Management Intern

You should be a rising Junior/Senior in a School of Business major, with a strong interest in taxation, proficiency in MS Office, excellent communication skills, and a commitment to ethics and teamwork.

You will assist with tax projects, planning, client meetings, cash flow and estate planning, and support client services and administrative teams as needed.

New Orleans

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div><br>
</div><div>CAPTRUST is offering a paid <b><i>Tax Internship</i></b> in our New Orleans, LA office that will 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. 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.</div><div><br>
</div><div>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&rsquo;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. Primary responsibilities may include the following, among others:</div>
Responsibilities:
<ul><li>Assist on special projects (internal projects/client specific)</li><li>
Assist with tax planning and preparation</li><li>
Help team prepare for client meetings</li><li>
Attend client meetings in a support role</li><li>
Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning</li><li>
Support the client services and administrative teams as needed/requested</li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><ul><li>
Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior</li><li>
All School of Business Majors (Accounting or Taxation preferred)</li><li>
Significant interest in the workings of individual taxation and wealth management</li></ul><div><i>
Desired Qualifications/Skills:</i></div><ul><li>
Strong critical thinker who is a strong self-starter</li><li>
High-level proficiency in Word, Excel, PowerPoint, Outlook</li><li>
Excellent communication and writing skills</li><li>
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results</li><li>
Demonstrate highest personal ethics and integrity</li><li>
Ability to maintain absolute confidentiality of information</li><li>
Team player, collaborative, able to work with and through others</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div><br>
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Employee ownership opportunities</li><li>
Comprehensive health coverage + Personify Health wellness platform</li><li>
401(k) program with a 5% employer match + financial planning for colleague</li></ul><div><b>
WHERE will you be working?</b></div><div></div><div><br>
601 Poydras Street, Ste. 1855 | New Orleans, LA 70130</div><div></div><div><br>
Due to the nature of the role, this is not a remote or work from home position. #LI-onsite</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><div></div><div><br>
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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 challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><i>
EEO/Diversity Statement:</i></div><div></div><div><br>
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.</div><div></div><div><br>
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. #internship</div></div>

Overview:

WHO are we looking for?
CAPTRUST is offering a paid Tax Internship in our New Orleans, LA office that will 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. 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.
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. Primary responsibilities may include the following, among others:
Responsibilities:
Assist on special projects (internal projects/client specific)
Assist with tax planning and preparation
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
Support the client services and administrative teams as needed/requested
Qualifications:

Minimum Qualifications:
Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
All School of Business Majors (Accounting or Taxation preferred)
Significant interest in the workings of individual taxation and wealth management
Desired Qualifications/Skills:
Strong critical thinker who is a strong 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
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Employee ownership opportunities
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleague
WHERE will you be working?
601 Poydras Street, Ste. 1855 | New Orleans, LA 70130
Due to the nature of the role, this is not a remote or work from home position. #LI-onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are 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 relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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 challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/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. #internship

You should be pursuing a relevant degree, have a strong interest in financial planning, proficiency in Microsoft Office, excellent communication skills, and be organized and detail-oriented.

You will support client meetings, gather information for retirement plans, prepare reports, conduct research, learn portfolio systems, and assist with administrative tasks in client services.

Brentwood

<div>Overview:
<p><b>
WHO are we looking for?</b></p><div></div><div><br>
CAPTRUST is offering a paid internship in our Brentwood, TN 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, future full-time employment. Primary responsibilities may include the following, amongst others:</div>
Responsibilities:
<ul><li>Financial Planning/Para-planner Activities<ul><li>
Attend client meetings in a support role including meeting preparation and follow-up activities</li><li>
Assist with gathering client information and creating high-quality retirement plans</li><li>
Assist in preparing client account and retirement plan reports</li><li>
Learn our portfolio management systems</li></ul></li><li>
Ad-hoc Research<ul><li>
Assist in internal research and client specific research projects</li></ul></li><li>
Administrative<ul><li>
Support client services and administrative teams as need</li></ul></li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><ul><li>
Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university</li><li>
Any school of business majors (Finance, Accounting, Economics preferred)</li><li>
Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation</li></ul><div><i>
Desired Qualifications/Skills:</i></div><ul><li>
Strong self-starter</li><li>
High-level proficiency in Microsoft Office suite programs</li><li>
Excellent communication and client service skills</li><li>
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results</li><li>
Demonstrate high work ethics and integrity</li><li>
Ability to maintain absolute confidentiality of information</li><li>
Team player, collaborative, able to work with and through others</li><li>
Ability to prioritize tasks and to manage multiple reporting relationships</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, a quality team surrounding you with opportunities for personal growth. Compensation range is $18.00-$20.00 per hour.</div><div><b><br>
WHERE will you be working?</b></div><div><br>
5314 Maryland Way, Suite 300 | Brentwood, TN 37027</div><div><br>
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite</div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><i><br>
Are you the next brick?</i></div><div><br>
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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 challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><i>
EEO/Diversity Statement:</i></div><div><br>
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.</div><div><br>
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. #internship</div></div>

Overview:

WHO are we looking for?
CAPTRUST is offering a paid internship in our Brentwood, TN 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, future full-time employment. Primary responsibilities may include the following, amongst others:
Responsibilities:
Financial Planning/Para-planner Activities
Attend client meetings in a support role including meeting preparation and follow-up activities
Assist with gathering client information and creating high-quality retirement plans
Assist in preparing client account and retirement plan reports
Learn our portfolio management systems
Ad-hoc Research
Assist in internal research and client specific research projects
Administrative
Support client services and administrative teams as need
Qualifications:

Minimum Qualifications:
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
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, a quality team surrounding you with opportunities for personal growth. Compensation range is $18.00-$20.00 per hour.
WHERE will you be working?
5314 Maryland Way, Suite 300 | Brentwood, TN 37027
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are 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 relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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 challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/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. #internship

CAPTRUST

Mission