Paid Wealth Management Intern – Financial Planning

Captrust; Sacramento (CA); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Paid internship

On-site in Sacramento

Job summary

Captrust in Sacramento, CA offers a paid Summer 2027 Wealth Management Internship supervised by a Certified Financial Planner. The full-time program runs June–August with on-site work and in-office training. Interns gain exposure to financial planning, wealth management, and portfolio systems while supporting client services and research projects.

A strong interest in CFP and business finance is expected. The role emphasizes hands-on learning, high standards of client service, and

Qualifications

• Pursuing an undergraduate or graduate degree at an accredited institution.
• Finance, Accounting, or Economics majors preferred.
• Plan to pursue CFP designation after graduation.

Responsibilities

• 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 internal research projects as needed.
• Provide administrative support to client services and teams.

Skills

Self-starter

Communication

Organized

Detail-oriented

Teamwork

Confidentiality

Education

Undergraduate/Graduate studies

Tools

MS Office

Job description

Captrust in Sacramento, CA offers a paid Summer 2027 Wealth Management Internship supervised by a Certified Financial Planner. The full-time program runs June–August with on-site work and in-office training. Interns gain exposure to financial planning, wealth management, and portfolio systems while supporting client services and research projects.

A strong interest in CFP and business finance is expected. The role emphasizes hands-on learning, high standards of client service, and