Summer 2026 Wealth Management Intern

CAPTRUST • Allentown, PA

72d • Onsite

About The Position

CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors.
Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role.
CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. We require a minimum of 30 hours per week to fulfill the need of the internship. Completing an internship may lead to, but does not guarantee, future full-time employment. Apply today, primary responsibilities may include the following, among others:

Requirements

• Actively pursuing 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

Nice To Haves

• 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

Benefits

• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

What This Job Offers

• Career Level: Intern
• Number of Employees: 1,001-5,000 employees