About the role#
This is a paid, full-time internship based in our Sacramento office for Summer 2027. You will work directly under the supervision of a Certified Financial Planner to learn the day-to-day operations of a wealth management firm. This role provides hands-on experience in financial planning and exposure to the software systems used across our firm.
What you'll do#
- Attend client meetings to help with preparation and follow-up tasks.
- Gather client information and assist in building retirement plans.
- Prepare reports for client accounts and retirement plans.
- Learn to use our internal portfolio management systems.
- Conduct internal and client-specific research projects.
- Provide support to our client services and administrative teams.
What you'll need#
- You are actively pursuing an undergraduate or graduate degree in a business-related field, such as Finance, Accounting, or Economics.
- You have a strong interest in financial planning and intend to pursue your CFP designation after graduation.
- You are a self-starter who can multitask and stay organized.
- You have high-level proficiency in the Microsoft Office suite.
- You communicate well and enjoy working in a collaborative team environment.
- You maintain high standards of integrity and handle sensitive information with absolute confidentiality.
- You can prioritize tasks and manage multiple reporting relationships.
Location & details#
- This is an on-site position located at 740 University Ave, Sacramento, CA 95825.
- The internship runs from June through August 2027.
- This is a paid position.
About CAPTRUST
CAPTRUST is a financial services firm founded in 1989. It operates as an independent advisory company for retirement plans and investments. Based in Raleigh, North Carolina, the firm employs between 1,001 and 5,000 people. It provides consulting to institutional investors, retirement plan sponsors, and high net-worth individuals.
How to get in at CAPTRUST
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