Spring 2027 Wealth Management Intern

Captrust; Indianapolis (IN); On-site; USD 15,000 - 22,000; Full time

Job summary

CAPTRUST is offering a paid Spring 2027 Internship in our Indianapolis, IN office. You will rotate through financial planning and investment management, supporting client relationship managers and learning in a fast-paced environment.

This role emphasizes organization, ethics, and service, with potential course credit depending on your program approval. Primary responsibilities include meeting prep, CRM learning, and assisting in research projects, with on-site work at 9100 Keystone Crossing,

Qualifications

• Actively pursuing undergraduate/graduate degree from an accredited institution; junior or senior.
• Finance, Accounting, or Economics major preferred.
• Interest in wealth management and client service.

Responsibilities

• Attend client meetings in a support role including meeting preparation and follow-up activities.
• Learn CAPTRUST CRM systems and help with file cleanup.
• Assist in internal research and client-specific research projects.
• Support the client services and administrative teams as needed/requested.

Skills

Time management

Communication

Organizational skills

Analytical thinking

Attention to detail

Team collaboration

Education

Pursuing undergrad/grad degree

Finance/Accounting/Economics major

Tools

Microsoft Excel

Job description

Overview

WHO are we looking for?

CAPTRUST is offering a paid Spring 2027 Internship in our Indianapolis, IN 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 client relationship managers who are responsible for maintaining and growing long-term client relationships. 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. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:

Responsibilities

• Attend client meetings in a support role including meeting preparation and follow-up activities
• Learn CAPTRUST CRM systems and help with file clean up
• Assist in internal research and client specific research projects
• Support the client services and administrative teams as needed/requested

Qualifications

Minimum Qualifications:

• Actively pursuing undergraduate/graduate degree from an accredited institution, college, or universityOur ideal candidate is a junior or senior
• Any school of business majors (Finance, Accounting, Economics preferred)
• Significant interest in the working in wealth management

Personal Skills:

• Ability to prioritize tasks
• Excellent organizational skills with attention to detail and follow-through
• Possesses analytical and problem-solving skills
• Excellent communication skills
• Possesses excellent listening skills
• Possesses a positive, “can-do” attitude at all times
• Eagerness to learn and increase responsibilities

Desired Qualifications/Skills:

• Organized Analytical Skills
• Problem Solving
• Multitasking
• Communication Skills
• Microsoft Excel

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.

WHERE will you be working?

9100 Keystone Crossing #700 | Indianapolis, IN 46240

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#intern

This position will remain open until filled.