Wealth Management Internship – Onsite, Allentown

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

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.