Summer 2027 Wealth Management Internship

CAPTRUST•Allentown, PA

4d•Onsite

About The Position

CAPTRUST is offering a paid, eight-week Summer 2027 internship at its Allentown, Pennsylvania office. Interns gain exposure to wealth management and retirement plan advisory work alongside experienced CAPTRUST Financial Advisors. The role is on site, with a minimum commitment of 30 hours per week. The schedule is Monday through Thursday, 8:30 a.m. to 5 p.m., and Friday, 9 a.m. to 3 p.m. Completing the internship may lead to future full-time employment but does not guarantee it. Interns complete a private wealth case study and an institutional research project, presenting their findings to the Financial Advisor team during the final week. They also assist with client meeting preparation and support, planning activities, business development, retirement-plan benchmarking, research, and special projects. Interns work closely with financial advisors, client service colleagues, and peers while developing professional presentation, relationship-building, and retirement-plan skills. CAPTRUST seeks people committed to service, interested in others, and motivated to continuously improve. The company describes its culture as collaborative and focused on high standards, personal growth, and an inclusive work environment.

Requirements

Actively pursuing an undergraduate or graduate degree and be a rising junior or first-semester senior.
Be enrolled in a School of Business major.
Have a significant interest in wealth management and retirement plans.
Be well organized, service oriented, and capable of performing under tight deadlines.
Maintain professional and ethical standards.
Commit to at least 30 hours per week.
Demonstrate critical thinking and self-starter qualities.
Have high-level proficiency in Word, Excel, PowerPoint, and Outlook.
Have excellent communication and writing skills.

Nice To Haves

Accounting, Finance, Economics, Financial Planning, or Taxation major preferred.
Ability to build successful, collaborative, and trusting relationships.
Ability to communicate complex information accurately, concisely, respectfully, and clearly in writing and verbally.
Strong sense of urgency in completing work and solving problems for clients and colleagues.
Desire to give back to communities and enrich the lives of others.
Other-centered mindset.
Integrity and objectivity.

Responsibilities

Complete a private wealth case study and present findings to the Financial Advisor team during the final week.
Complete an institutional research project and present 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 the team prepare for client meetings and attend meetings in a support role.
Participate in cash flow, estate, cash management, balance sheet, and operational business planning.
Support business development through prospecting initiatives, research on potential centers of influence, preparation and analysis of client reports, and client service as needed.
Assist in 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.
Develop knowledge and skills related to qualified and non-qualified retirement plans.
Work closely with financial advisors, client service colleagues, and peers.