Wealth Management Internship: CFP Path & Client Planning

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

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.