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WC
Billing Manager
Waukesha County Technical College
Pewaukee, WI
- $74,000 to $83,250 USD / year
…financial processes, and collaborate across departments to support students and the College’s financial operations. The Billing Manager oversees all student billing and accounts receivable…
Added 3 mins ago
EB
Park Ranger
East Bay Regional Park District
San Francisco Bay Area, CA
- $39.29 to $44.43 USD / hour
…and other tasks on Park District properties and facilities in support of the operation, development, and resource protection of the Park District's parklands and trails; and performs…
Added 4 mins ago
Director, Change Management Strategy
MedImpact Healthcare Systems Inc.
Remote, United States
Create a practical change tiering model that determines the level of change support required based on program complexity, stakeholder impact, regulatory risk, client/member impact,…
Added 4 mins ago
Change Management Specialist
MedImpact Healthcare Systems Inc.
Remote, United States
Own or support implementation of program-level change plans across product readiness, stakeholder engagement, communications, training, business readiness, go-live preparation, command…
Added 5 mins ago
C
Coyote Radio & Advertisement, Audio Production - Student Assistant
CSUSB
CA
- $16.9 USD / hour
…position may require occasional evening and weekend work to support departmental activities, special events, and other university functions. Work schedules may vary and are subject to…
Added 6 mins ago
A
General Production Worker
Aerotek
Bensenville, IL
- $20 to $20.5 USD / hour
…You benefit from overtime opportunities and a quick hiring process, helping you get to work and start earning sooner. A comprehensive benefits package includes medical, dental, and vision…
Added 6 mins ago
NetSuite Senior Manager
Highspring
Atlanta, GA
…Integrations, Upgrade Assessments, Application Upgrades, and Business Process…
Added 6 mins ago
NetSuite Senior Manager
Highspring
Dallas, NY · Atlanta, GA · McLean, VA
…Integrations, Upgrade Assessments, Application Upgrades, and Business Process…
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Assembly Technician
Aerotek
Stewartville, MN
- $22 to $23 USD / hour
Job Title: Furniture Assembly TechnicianJob DescriptionThis role involves performing the initial assembly of high-end office furniture using a variety of hand and power tools. You will work…
Added 6 mins ago
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Plc Technician
Aerotek
Ladson, SC
- $77,854.4 USD / year
Perform all other duties as required to support business needs and ensure safe, reliable, and efficient operation of the facility.
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Construction Project Accountant
Banner Health Corporate
United States
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Added 8 mins ago
DW
Business Development Specialist (MEPTA)
Davis Wright Tremaine LLP
New York, NY · Seattle, WA · Los Angeles, CA · Washington D.C., DC
- $37.44 to $52.2 USD / hour
MEPTA Practice Group Support: Supports MEPTA and coordinates with lawyers, Marketing, Practice Management, and other business professionals on practice priorities.
Added 8 mins ago
Resource Management Specialist
Armanino Advisory LLC
Irvine, CA · Philadelphia, PA · Denver, CO · Dallas, TX · New York City, NY · Century City, CA · San Ramon, CA · St. Louis, MO · Woodland Hills, CA · San Jose, CA · San Francisco, CA · Austin, TX · El Segundo, CA
…have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life…
Added 9 mins ago
Product Manager, Growth - MarTech
Chime Financial, Inc
San Francisco, CA
🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide…
Added 9 mins ago
LT
Lake Tahoe Community College
Lake Tahoe Community College
CA
- $65,523 to $72,319 USD / year
The Office of Institutional Effectiveness (IE) at Lake Tahoe Community College aims to continuously build and support a culture of inquiry and evidence-based decision making. The department…
Added 9 mins ago
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Student Finance Analyst I
Covista
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- $20 to $25 USD / hour
Our colleagues come from a wide range of backgrounds, business, academia, healthcare, government and nonprofits, and are part of a culture where doing exceptional work and making a…
Added 10 mins ago
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Vantage Data Centers Management Company LLC
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Research Engineer Intern
FM
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Added 12 mins ago
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Recruiting Systems Specialist (Workday)
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Remote, United States
- $65,000 to $70,000 USD / year
Keep HHS’ recruiting engine running smoothly by providing first-line support for Workday Recruiting, our applicant tracking system, and the sourcing and screening tools our recruiters rely…
Added 12 mins ago
Managing Director, Prime Build Lead Program Manager
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Added 13 mins ago
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Senior Manager, GTM Strategy & Commercialization
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Provide support and education to ensure compliance with business office standards and practices.
Added 15 mins ago
Operations Manager, T&D
MYR Group
Harrisburg, PA · King Of Prussia, PA · Connellsville, PA
Superior educational assistance program (support for educational costs, internal training, and more!).
Added 17 mins ago
MEP Technology Designer II - Low Voltage
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…our growing team based out of our San Bernardino, California, office. As a Technology Project Designer at Design West Engineering, you will have the opportunity to apply your design…

CAPTRUST

Wealth Management Intern

Boston, MA, United States

$25 USD / hour

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Applications open in a new tab.

Job details

Pay: $25 USD / hour
Apply by: Nov 4, 2027
Posting language: English
Posted: Nov 4, 2026

Original job description

Overview

WHO are we looking for?

CAPTRUST is offering a paid Wealth Management Internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. The internship program provides real-world exposure to a professional financial services environment, with hands-on learning in financial planning, investment management, and relationship-driven client service.

Responsibilities

Key Responsibilities

Prospective Client Development Support

Coordinate portfolio reviews and second-opinion engagements.
Collect holdings files, account statements, and supporting documentation from prospective clients.
Submit Wealth Services Requests (WSRs) and coordinate with portfolio analytics teams.
Track analytics projects through completion and schedule review meetings.
Maintain prospect files, opportunity records, and portfolio-analysis workflows.

Client Onboarding and Asset Transfer Coordination

Build and maintain onboarding workflows for new advisory clients.
Create account-mapping documents identifying current assets, registration types, balances, custodians, and recommended account structures.
Gather and organize documentation required for Fidelity, Schwab, and advisory onboarding.
Prepare onboarding information packages and transition summaries for Client Management Consultants and service teams.
Track onboarding progress from prospect stage through fully funded client status.

CRM and Business Intelligence Administration

Maintain opportunity, contact, and lead data within internal systems.
Create and manage prospect workflows, onboarding trackers, and dashboards.
Support reporting on new-business activity, referral sources, seminar effectiveness, and conversion rates.

Client Service and Relationship Support

Respond to prospect and client inquiries regarding scheduling, document requests, portal access, and onboarding processes.
Assist clients with planning-portal access and document uploads.
Participate in client meetings, onboarding meetings, and operational reviews.
Coordinate follow-up communications and track action items.

Process Improvement and Practice Operations

Build and maintain advisor operating procedures and training guides.
Create tracking tools for onboarding, seminar management, client communications, and business development.
Identify opportunities to improve efficiency, consistency, and scalability within the practice.
Prospect and Seminar Management· Coordinate follow-up activities for seminars and marketing events.

Prospect and Seminar Management

Coordinate follow-up activities for seminars and marketing events.
Schedule introductory consultations and other meetings with prospective clients.
Manage attendee data, participant tracking, lead creation, and CRM updates.
Monitor and report seminar conversion metrics, attendance trends, demographics, and business-development outcomes.
Support seminar logistics, attendee communications, confirmations, and post-event follow-up.

Qualifications

Minimum Qualifications

Currently pursuing or recently completed a bachelor’s degree.
Interest in financial planning, wealth management, investments, retirement planning, or business development.
Excellent written and verbal communication skills.
Strong organizational, project-management, and time-management skills.
Ability to manage multiple priorities in a fast-paced environment while meeting deadlines
Detail-oriented approach with strong follow-through and process discipline.
Proficiency with Microsoft Word, Excel, and Outlook.

Preferred Qualifications

Progress toward the Certified Financial Planner (CFP) designation or an interest in pursuing the designation.
Relevant internship, work, or client-service experience.
Understanding of behavioral finance and its impact on client relationships.
Advanced Microsoft Excel and spreadsheet-management skills.
Experience with CRM systems such as Dynamics 365 or Salesforce.
Familiarity with financial-planning software; eMoney experience is preferred.
Interest in a long-term career path within financial advisory services, including potential advancement toward a Senior Wealth Advisor role.

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 $25.00 per hour.

WHERE will you be working?

One Liberty Square 13th Floor, Boston, MA 02109

Due to the nature of the role, this is not a remote or work from home position.

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. #intern

Work Authorization

Candidates must be legally authorized to work in the United States by their anticipated start date. Employment is subject to verification of work authorization as required by applicable law. The Company is unable to provide employment-based visa sponsorship for this position, now or in the future.

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