CAPTRUST · 18 hours ago
Wealth Management Intern - Summer 2026
Phoenix, AZ
Internship
Onsite
Intern
$17/hr - $21/hr
Start in 2026 SummerCAPTRUST is seeking a full-time summer Wealth Management Intern in their Phoenix, AZ office. This internship provides exposure to the inner-workings of a wealth management firm, focusing on wealth planning and management, and includes hands-on learning and training on various aspects of the firm.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
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
Accepts and applies coaching and feedback
Support the client services and administrative teams as needed/requested
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 individual taxation and wealth management
Strong critical thinker who is a strong self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate highest personal ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others
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