About the role#
This is a paid, full-time internship based in our Sacramento office. You will work directly under the supervision of a Certified Financial Planner to gain exposure to the daily operations of a wealth management firm. The role runs from June through August and we can accommodate your class schedule. While this position does not guarantee future employment, it offers hands-on training in financial planning software and firm systems.
What you'll do#
- Attend client meetings to help with preparation and follow-up tasks.
- Assist in gathering client information and building retirement plans.
- Prepare reports for client accounts and retirement plans.
- Learn to use our portfolio management systems.
- Conduct internal and client-specific research projects.
- Support our administrative and client services teams.
What you'll need#
- You are currently pursuing an undergraduate or graduate degree at an accredited institution.
- Your major is in a business field, with a preference for Finance, Accounting, or Economics.
- You have a strong interest in financial planning and wealth management.
- You are proficient in Microsoft Office programs.
- You are organized, detail-oriented, and capable of managing multiple tasks at once.
Location & details#
- This position is located at 740 University Ave, Sacramento, CA.
- This is an on-site role. Remote work is not available.
- Compensation is $17.00 to $24.00 per hour.
How to get in at CAPTRUST
Intern Insider's per-company playbook.
Securing an internship at CAPTRUST requires speed because early applicants often get seen before the pile grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can be among the first to apply. This helps you avoid the frustration of submitting your resume to a crowded queue. You can also reach out to recruiters directly to ask about the role or a referral, which materially improves your response rates. Intern Insider surfaces the recruiters behind the company roles to help you make these connections. Reaching out to a human is often more effective than waiting for an automated system to process your application.
