About the role#
This is a paid, eight-week internship for Summer 2027 based in our Allentown, Pennsylvania office. You will work alongside experienced financial advisors to learn the inner workings of a wealth management and retirement plan advisory firm. This program requires a minimum of 30 hours per week. While the internship does not guarantee future full-time employment, it provides exposure to professional client services and financial planning operations.
What you'll do#
- Present findings from a private wealth case study and an institutional research project to the financial advisor team.
- Assist with client meeting preparation and attend meetings in a support role.
- Participate in cash flow, estate, balance sheet, and operational business planning.
- Support business development efforts, including prospecting initiatives and research for potential centers of influence.
- Create and analyze client reports and assist with fee and expense benchmarking analysis for retirement plans.
- Develop knowledge of qualified and non-qualified retirement plans.
- Work closely with peers, client service staff, and financial advisors on internal and client-specific projects.
What you'll need#
- Active pursuit of an undergraduate or graduate degree, specifically as a rising junior or first-semester senior.
- Enrollment in a business-related major, with a preference for accounting, finance, economics, financial planning, or taxation.
- A significant interest in wealth management and retirement plans.
- High-level proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Strong critical thinking skills and a self-starter approach to work.
- Excellent written and verbal communication skills.
Location & details#
- Location: Allentown, Pennsylvania.
- Work Modality: This is an on-site position. Remote or hybrid work is not available.
- Schedule: Monday through Thursday from 8:30 am to 5:00 pm and Fridays from 9:00 am to 3:00 pm.
About CAPTRUST
CAPTRUST is a financial services firm founded in 1989. It operates as an independent advisory company for retirement plans and investments. Based in Raleigh, North Carolina, the firm employs between 1,001 and 5,000 people. It provides consulting to institutional investors, retirement plan sponsors, and high net-worth individuals.
How to get in at CAPTRUST
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