CAPTRUST · 21 hours ago
Summer 2026 Wealth Management Intern
Allentown, PA
Internship
Onsite
Intern
Start in 2026 SummerCAPTRUST is a wealth management and retirement plan advisory firm offering a paid internship in their Allentown, PA office. The role provides exposure to wealth management and includes responsibilities such as assisting on special projects, participating in cash flow planning, and supporting business development activities.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeeymi Aguilar Escobar
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
Qualification
Required
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
Strong critical thinker and self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Benefits
Fully stocked break room
Fun employee events
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Founded in 1989
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase