CAPTRUST · 19 hours ago
Wealth Management Intern
Raleigh, NC
Internship
Onsite
Intern
$17/hr - $24/hrCAPTRUST is a wealth management firm offering a paid internship in their Raleigh, NC office. The intern will gain exposure to financial planning and wealth management, supporting advisors and participating in various operational tasks while being supervised by a Certified Financial Planner.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Support advisor relationships
Prepare summaries and visualizations for advisor review
Help maintain and update client files, CRM systems, and internal databases
Draft client communications, meeting notes, and follow up summaries
Participate in internal case meetings and strategy sessions (as appropriate)
Support day to day practice operations, scheduling, and document management
Assist with compliance tasks and recordkeeping
Help prepare presentations, client decks, and education materials
Assist with special projects for team
Qualification
Required
Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
Any school of business majors (Finance, Accounting, Economics preferred)
Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation
Preferred
Strong self-starter
High-level proficiency in Microsoft Office suite programs
Excellent communication and client service skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate high work ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
Ability to prioritize tasks and to manage multiple reporting relationships
Benefits
Fully stocked break room
Fun employee events
Opportunities for personal growth
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Founded in 1989
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-02-04
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2025-10-16
Press Telegram
2025-09-21
Company data provided by crunchbase