Spring 2027 Wealth Management Intern
About The Position
CAPTRUST is offering a paid Spring 2027 Internship in our Indianapolis, IN office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple client relationship managers who are responsible for maintaining and growing long-term client relationships. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND!
Requirements
- Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
- Our ideal candidate is a junior or senior
- Any school of business majors (Finance, Accounting, Economics preferred)
- Significant interest in the working in wealth management
- Ability to prioritize tasks
- Excellent organizational skills with attention to detail and follow-through
- Possesses analytical and problem-solving skills
- Excellent communication skills
- Possesses excellent listening skills
- Possesses a positive, “can-do” attitude at all times
- Eagerness to learn and increase responsibilities
- 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
Nice To Haves
- Organized
- Analytical Skills
- Problem Solving
- Multitasking
- Communication Skills
- Microsoft Excel
Responsibilities
- Attend client meetings in a support role including meeting preparation and follow-up activities
- Learn CAPTRUST CRM systems and help with file clean up
- Assist in internal research and client specific research projects
- Support the client services and administrative teams as needed/requested
Benefits
- fully stocked break room
- fun employee events
Stand Out From the Crowd
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What This Job Offers
Career Level
Intern
