Summer Wealth Management Intern - Boston

Captrust•Boston, MA

13h•$16•Onsite

About The Position

Overview Who are we looking for? CAPTRUST is offering a paid internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. Our overall goal is to provide interns with a broad overview of the investment management and wealth management industries and give them some exposure to the type of work such a career path entails. Interns will study fundamental investment terminology, asset allocation and diversification, and the impact of central bank policy on the capital markets. Interns will also conduct both micro and macro investment research and will evaluate sample clients from an estate and financial planning perspective. Interns are not considered access persons, and so information regarding the firm’s investments or clients is not shared. Primary responsibilities may include the following, among others: Responsibilities The vocabulary of investing: An understanding of investment terminology from stocks to bonds, hybrid securities, and other industry terms Exploration into macroeconomics and macro trends Overview of the financial planning process Overview of the estate planning process Capstone project: compare/contrast investing in two different markets, industries, or companies / financial/estate planning case study Additional responsibilities to be determined by your immediate supervisor and your assigned mentor In accordance with the 2025 Summer Internship Program Qualifications Minimum Qualifications: Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior - all School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred) Personal Skills: Ability to prioritize tasks. Excellent organizational skills with attention to detail and follow-through. Possesses analytical and problem-solving skills. Excellent communication skills. A self-starter who can work independently on assigned projects. Possesses excellent listening skills. Possesses a positive, “can-do” attitude at all times. Eagerness to learn and increase responsibilities. Desired Qualifications/Skills: Organized Analytical Skills Problem Solving Multitasking Communication Skills Microsoft Office suite programs WHAT can you expect from your career at CAPTRUST? 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. Compensation range is $16.00 per hour. WHERE will you be working? 255 State Street, 6th Floor | Boston, MA 02109 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #Internship This position will remain open until filled.

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)
Ability to prioritize tasks.
Excellent organizational skills with attention to detail and follow-through.
Possesses analytical and problem-solving skills.
Excellent communication skills.
A self-starter who can work independently on assigned projects.
Possesses excellent listening skills.
Possesses a positive, “can-do” attitude at all times.
Eagerness to learn and increase responsibilities.

Nice To Haves

Organized
Analytical Skills
Problem Solving
Multitasking
Communication Skills
Microsoft Office suite programs

Responsibilities

The vocabulary of investing: An understanding of investment terminology from stocks to bonds, hybrid securities, and other industry terms
Exploration into macroeconomics and macro trends
Overview of the financial planning process
Overview of the estate planning process
Capstone project: compare/contrast investing in two different markets, industries, or companies / financial/estate planning case study
Additional responsibilities to be determined by your immediate supervisor and your assigned mentor