Summer 2027 Wealth Management Intern

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

Job summary

Captrust is offering a paid Summer 2027 Wealth Management Internship in our Sacramento, CA office. The role provides exposure to financial planning, wealth management, and software used across the firm, supervised by a Certified Financial Planner.

The internship runs June–August, full-time, with housing options limited to schedule constraints. The position emphasizes hands-on learning, client interaction support, and on-the-job training in portfolio management systems.

Qualifications

• Actively pursuing undergraduate/graduate degree.
• Business majors preferred.
• Plan to pursue CFP designation upon graduation.

Responsibilities

• 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 internal research projects.

Skills

Self-starter

Microsoft Office

Excellent communication

Organized & detail-oriented

Strong work ethic

Confidentiality

Team player

Task prioritization

Education

Undergrad/Grad degree in progress

Business majors preferred

Plan to pursue CFP designation

Job description

Overview

WHO are we looking for?

CAPTRUST is offering a paid Summer 2027 Wealth Management 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, among others:

Responsibilities

Financial Planning/Para-planner activities (+/-75%)

• 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 (+/-20%)

• 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 $17.00-$24.00 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.

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.#internship

This position will remain open until filled.