Job Description

“I can succeed as a Wealth Planning Summer Associate"

As a Wealth Planning Summer Associate, you will support our Private Wealth Advisors (PWAs) and help our clients achieve their investment goals by providing thoughtful, rigorous research and analysis and guidance on wealth planning topics relevant to the high net worth and ultra-high net worth investor market segment.

Primary Responsibilities:

• Partner with wealth planning team members to build internal user guides and training materials of our new financial planning tools (eMoney and FP Alpha) that we expect to roll out broadly in late 2025/2026. This intern would synthesize inputs from WP members on aspects of the new tools and how wealth advisory group (WAG) has determined Private Client Services will use these tools across personas (WAG, PWA, Client Relationship Team (CRT). These materials will be used for training and process improvement for PWAs and CRTs.

"I am the person Capital Group is looking for"

• You are pursuing a bachelor’s degree in business, finance or a related field with an anticipated Spring 2026 graduation date with a current GPA of 3.0 or higher
• Highly composed while navigating obstacles and/or change
• Clear, concise, and thoughtful communication with the ability to adapt to different audiences
• Ability to clearly assess capabilities with the drive to develop and take on new challenges
• Notable success working collaboratively and autonomously
• Well-organized with acute attention to detail
• Strong time management skills
• Deep interest in learning and mastering sophisticated wealth planning subjects

Hourly Rate: $30.50/hour

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

*Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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