Summer 2027 Wealth Management Internship

Captrust•Allentown, PA

3d•Onsite

About The Position

CAPTRUST is offering a paid, eight-week Summer 2027 internship at its Allentown, Pennsylvania office. Interns will gain exposure to wealth management and retirement plan advisory work while working with experienced CAPTRUST Financial Advisors. The position is onsite, requires at least 30 hours per week, and follows a schedule of Monday through Thursday, 8:30 a.m.–5:00 p.m., and Friday, 9:00 a.m.–3:00 p.m. Completing the internship may lead to future full-time employment but does not guarantee it. Interns will work on private wealth and institutional research projects and present findings to the Financial Advisor team. They will support client meetings, planning work, business development, retirement-plan research and analysis, and other team projects. The role calls for professional and ethical conduct, organization, service orientation, and the ability to meet tight deadlines. CAPTRUST describes its culture as collaborative and focused on high standards, personal growth, service, and continuous improvement. The company offers a fully stocked break room and employee events. It is committed to a diverse workforce and an inclusive environment free of harassment, discrimination, and retaliation.

Requirements

Actively pursuing an undergraduate or graduate degree; must be a rising junior or first-semester senior.
Significant interest in wealth management and retirement plans.
Strong critical-thinking skills and ability to work as a self-starter.
High-level proficiency in Word, Excel, PowerPoint, and Outlook.
Excellent communication and writing skills.
Maintain professional and ethical standards, be well organized and service oriented, and work effectively under tight deadlines.
Available to meet the minimum requirement of 30 hours per week.

Nice To Haves

School of Business major; Accounting, Finance, Economics, Financial Planning, or Taxation preferred.

Responsibilities

Complete a private wealth case study and present the findings to the Financial Advisor team during the final week.
Complete an institutional research project and present the findings to the Financial Advisor team during the final week.
Develop professional presentation and relationship-building skills.
Assist with internal and client-specific special projects.
Help prepare for client meetings and attend meetings in a support role.
Participate in cash-flow planning, estate planning, cash management, balance-sheet planning, and operational business planning.
Support business development activities, including prospecting initiatives, research on potential centers of influence, preparing and analyzing client reports for presentation, and providing client service as needed.
Assist with preparing and reviewing fee and expense benchmarking analyses and reports for qualified retirement plans.
Contribute to research, project initiatives, and ad hoc projects within required deadlines.
Learn and develop knowledge and skills related to qualified and non-qualified retirement plans.
Work closely with financial advisors, client service colleagues, and peers.