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60 Captrust Financial Planning Manager Jobs Hiring Near You

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA · On-site

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... This position will be trained in different aspects of financial planning and wealth management.

CAPTRUST

Fall Wealth Management Intern

Sacramento, CA

$17 - $24/hr

CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... Financial Planning/Para-planner activities (+/-75%) * Attend client meetings in a support role ...

CAPTRUST

Retirement Plan Consulting, Senior Manager

$130K - $200K/yr

Overview CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan ...

CAPTRUST

Associate | Relationship Management

Brentwood, TN · On-site

$37K - $47K/yr

CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level ... Ensure all client data is complete, organized, and ready for planning Financial Planning Support

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ

$36K - $45K/yr

Provide support for comprehensive financial planning clients by gathering and entering client data ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$15 - $19.75/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...

CAPTRUST

Senior Financial Advisor

Allentown, PA

CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Manage/complete meeting notes, high-level projects and action items post client meeting * Compile ...

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Infographic showing various Financial Planning Manager job openings at Captrust in the United States as of August 2026, with employment types broken down into 96% Full Time, 3% Part Time, and 1% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Fall Wealth Management Intern

CAPTRUST

Sacramento, CA • On-site

$17 - $24/hr

Temporary

Posted 5 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA 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 wealth management. Hands-on learning starts day one in this fast-paced environment. The intern will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner. This will be a full-time position between June and August with the ability to accommodate a class workload. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, amongst others:
Responsibilities
Financial Planning/Para-planner activities (+/-75%)
  • Attend client meetings in a support role including meeting preparation and follow-up activities
  • Assist with gathering client information and creation of high-quality retirement plans
  • Assist in preparing client account and retirement plan reports
  • Learn our portfolio management systems

Ad-hoc Research (+/-20%) - Assist in internal research and client specific research projects
Administrative (+/-5%) - Support client services and administrative teams as need
Qualifications
Minimum Qualifications:
  • Actively pursuing undergraduate/graduate degree from an accredited institution, college, or university
  • Any school of business majors (Finance, Accounting, Economics preferred)
  • Significant interest in the workings of financial planning and wealth management and intend to pursue the CFP designation upon graduation

Desired Qualifications/Skills:
  • Strong self-starter
  • High-level proficiency in Microsoft Office suite programs
  • Excellent communication and client service skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate high work ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Team player, collaborative, able to work with and through others
  • Ability to prioritize tasks and to manage multiple reporting relationships

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $17.00-$24.00 per hour.
WHERE will you be working?
740 University Ave | Sacramento, CA 95825
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • 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

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship
This position will remain open until filled.

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