Summer 2027 Wealth Management Internship

Captrust; Allentown (Lehigh County); On-site; USD 21,000 - 28,000; Part time

Job summary

CAPTRUST is offering a paid, eight-week Summer 2027 internship in our Allentown, PA office. Interns will work alongside CAPTRUST Financial Advisors and gain exposure to wealth management and retirement plan advisory services.

Hours are on-site: Mon-Thu 8:30am-5pm and Fri 9am-3pm, with a minimum of 30 hours per week. The program may lead to future opportunities and includes varied responsibilities such as case studies, research projects, and client meeting support.

Qualifications

• Actively pursuing an Undergraduate/Graduate degree; rising Junior or First-Semester Senior.
• All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred).
• Significant interest in the workings of wealth management and retirement plans.
• Strong critical thinker and self-starter.
• High-level proficiency in Word, Excel, PowerPoint, Outlook.
• Excellent communication and writing skills.

Responsibilities

• A private wealth case study will be provided in the first week of the program. The interns are required to present the findings/results to the FA Team in the final week
• An institutional research project will be required to present the findings to the FA Team in the final week
• Learn key professional presentation and relationship building skills
• Assist on special projects (internal projects/client specific)
• Help team prepare for client meetings
• Attend client meetings in a support role
• Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
• Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed
• Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
• Contribute to new research, project initiatives and ad hoc projects within required deadlines
• Learn and develop qualified and non-qualified retirement plan knowledge and skills
• Work closely with financial advisors, client service, and peers

Skills

Critical thinking

Self-starter

Communication

Writing

Education

Undergraduate/Graduate degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

Overview

WHO are we looking for?

CAPTRUST is offering a paid, eight-week Summer 2027 internship in our Allentown, PA office. This opportunity will provide interns with valuable exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm while working alongside and learning from experienced CAPTRUST Financial Advisors.

Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role.

CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. We require a minimum of 30 hours per week to fulfill the need of the internship. Completing an internship may lead to, but does not guarantee, future full-time employment. primary responsibilities may include the following, among others:

Responsibilities

• A private wealth case study will be provided in the first week of the program. The interns are required to present the findings/results to the FA Team in the final week
• An institutional research project will be required to present the findings to the FA Team in the final week
• Learn key professional presentation and relationship building skills
• Assist on special projects (internal projects/client specific)
• Help team prepare for client meetings
• Attend client meetings in a support role
• Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
• Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed
• Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
• Contribute to new research, project initiatives and ad hoc projects within required deadlines
• Learn and develop qualified and non-qualified retirement plan knowledge and skills
• Work closely with financial advisors, client service, and peers

Qualifications

Minimum Qualifications:

• Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior
• All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)
• Significant interest in the workings of wealth management and retirement plans

Desired Qualifications/Skills:

• Strong critical thinker and self-starter
• High-level proficiency in Word, Excel, PowerPoint, Outlook
• Excellent communication and writing skills

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?

600 Hamilton Street #900, Allentown, PA 18101

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.