Wealth Management Intern – Client Services & Research

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

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,